Woodley Farra Manion Portfolio Management, Inc.

Woodley Farra Manion Portfolio Management, Inc.

Woodley Farra Manion Portfolio Management, Inc.

Overview
Date Founded

1995

Headquarters

8555 North River Road,Suite 400,Indianapolis, IN 46240-4306

Type of Company

Private

Employees (Worldwide)

10

Industries

Investment Services & Portfolio Management

Company Description

Woodley Farra Manion Portfolio Management's (WFM) investment strategies are generally long-term in nature. However, the firm's investment strategies may include short-term purchases depending on the individual needs and objectives of the clientand whether the investment meets the objective in a short time frame. WFM typically provides advice on individual stocks and bonds. In some instances, they may utilize Treasuries or municipal securities, bank CDs, and preferred securities. WFM builds a portfolio of individual stocks consisting of 25-30 companies in several different industries that provides diversification and exposure to the growth of the world economy. Stocks are generally of companies with a market-cap of at least $1 billion at the time of original purchase. These companies are selected for their financial strength, larger size, prospect for growing sales and earnings, and because they appear undervalued given their strength and prospects. Stocks paying dividends are also emphasized. For the fixed income portion of a client's portfolio, WFM uses at least A-rated bonds, FDIC insured bank CDs and preferred securities of financially solid companies. These securities are laddered so that there are maturities in most years to protect against rising interest rates.

Contact Data
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Executives & Employees

Co-Founder & Principal

Chief Compliance Officer

Principal, Portfolio Manager & Research Analyst

Portfolio Analyst

Portfolio Analyst

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