Investment Guided by Principles, Grounded in Service
The First Step is the client interview. During this interview, Farr, Miller & Washington portfolio managers work with you to define your investment objectives. The goal is to learn as much as possible about what you want to accomplish, focusing on concerns such as the total balance sheet, diversification, issues of timing, inflation, sensitivity, income requirements, and tax and estate planning issues.
The Next Step is to work with you to either develop or re-balance your portfolio. Our investment process is analysis-driven, employing a disciplined, bottom-up approach emphasizing reduced risk and preservation of capital. Client's portfolios are built one security at a time. The Farr, Miller & Washington investment committee meets regularly to discuss analytical conclusions and conduct portfolio reviews. Each security is considered for its appropriateness to individual portfolios and to the client's established investment objectives.