A complete list of active advisors currently associated with Woodley Farra
Warmer can help you find a great advisor at Woodley Farra or one who fits your needs even better.
Woodley Farra provides discretionary and non‑discretionary investment management to individuals (including high net worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, and it also works with institutional mandates. The brochure describes portfolio services that include investment selection and recommendations, ongoing portfolio monitoring, reporting and rebalancing, and notes participation as a sub‑advisor in wrap fee programs and in joint proposals to institutional clients. The firm emphasizes equity portfolios constructed of 25–30 larger‑capitalization companies and offers two named strategies—the Core Value Portfolio and the Dividend Portfolio—alongside laddered, investment‑grade fixed income and preferred securities for income needs. Investment decisions are driven by a four‑pronged analysis (fundamental, quantitative, technical and economic), with quarterly account reviews and client reporting that explicitly include performance and asset allocation review. Distinctive features in the brochure include a total of roughly $2.32 billion in assets under management across about 1,591 clients and 11 advisors (over $200 million AUM per advisor), participation in wrap fee programs (including an instance where the firm receives a portion of the wrap fee), and the use of third‑party services such as Broadridge/Glass Lewis for proxy voting; the firm’s materials and quarterly reports also present performance information and reference third‑party ratings. The brochure focuses on portfolio management rather than describing stand‑alone financial planning services.
To learn more about the advisors currently working at Woodley Farra, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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