Woodley Farra

Woodley Farra Manion Portfolio Management, Inc. is an SEC-registered investment advisory firm founded in 1995. The firm offers both discretionary and non-discretionary investment management services for clients, managing over $2 billion in discretionary assets and $35 million in non-discretionary assets as of 12/31/2024. Woodley Farra's investment strategies are generally long-term in nature, focusing on stocks, preferred securities, treasuries, municipal securities, bank CDs, and bonds. The firm offers two main portfolios: the Core Value Portfolio and the Dividend Portfolio. Woodley Farra charges fees based on a tiered schedule, with a minimum fee of $250 per quarter. Clients have the option to pay fees directly from their investment accounts or by check. The firm does not charge performance-based fees or side-by-side management fees. Woodley Farra acts as a sub-advisor for wrap fee programs and may recommend other advisors to manage certain aspects of client accounts. The firm's principals and employees are required to comply with a Code of Ethics, placing clients' interests first. Clients have the option to terminate the investment advisory contract without penalty within five business days of signing. Woodley Farra provides detailed quarterly reports to clients, including market commentary, performance reviews, and fee calculations. The firm's investment team consists of experienced professionals with various educational backgrounds and certifications, including CFA designations. Woodley Farra's principals are actively involved in supervising client accounts and ensuring compliance with industry standards.