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 Manion Portfolio Management, Inc. provides discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm also works with institutional clients through sub-advisory and wrap-fee program arrangements and maintains relationships with state and municipal government clients. The firm typically implements long-term equity-focused strategies, offering two primary models (Core Value and Dividend) that emphasize portfolios of roughly 25–30 individual stocks—generally with market capitalizations of at least $1 billion at initial purchase—supplemented by laddered investment-grade fixed income, preferreds, and CDs. Investment decisions draw on a four-pronged analytic framework (fundamental, quantitative, technical, and economic) and accounts undergo formal quarterly reviews with primary and secondary oversight by the investment team. Noteworthy distinctions include the firm’s explicit role as a sub-advisor and its participation in wrap programs and referral arrangements with CPA firms, its use of soft-dollar research benefits, and a proxy-voting process run through Broadridge with Glass Lewis recommendations. Unlike many multi-team peers, Woodley Farra does not offer standalone financial planning services, and it documents a structured, team-based quarterly review process supported by several CFA‑designated principals.

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.