Investment Guided by Principles, Grounded in Service
Farr, Miller & Washington offers clients a tenured investment team and dedicated client service. We offer separately-managed accounts and direct portfolio manager access.
The relationship we forge with our individual clients often extends beyond simply managing investments and we become a trusted advisor on all financial issues. We work with our clients to understand their financial situation, risk tolerance, and goals. Using that information, we design a portfolio to help achieve those goals. Through our counsel, we help our clients stay on course during changing economic environments, changes in their lives, and changes in the financial markets.
For institutions, we will assist clients in developing an investment policy statement incorporating best practices and asset allocation ranges. Our investment professionals are made available for board meetings when requested.