The Client Experience
We are your trusted advisor.
Financial and Retirement Planning
Every client needs a plan. Farr, Miller & Washington helps develop income, wealth-building and retirement plans and then, through good times and bad, helps clients stay on track. The firm’s high client retention rate allows us to build deep and long-lasting relationships that often span decades.
High Net Worth Investment Management
Farr Miller & Washington pursues, protects, and defends our clients’ interests and goals. Our risk-averse approach, with a focus on fundamentals and valuations, seeks long-term capital appreciation while providing downside protection. The firm’s investment team builds customized portfolios of high-quality stocks and bonds.
Wealth Planning
Farr Miller & Washington understands that each client is unique and has different priorities for building, maintaining, and passing along wealth. Every plan is customized to endure market volatility and meet each client’s short-term and long-term goals.
Institutional Investment Management
Farr, Miller & Washington provides lower beta growth to a wide range of institutional clients including public funds, family offices, foundations, endowments, and pension plans. In some cases, we manage a specific sleeve of a portfolio and in others we develop an investment policy statement and manage the entire portfolio.
Serving the Client
Farr, Miller & Washington pursues, protects, and defends our clients’ interests at all times.
Individuals & Family Investors
Clients are assigned a Client Portfolio Manager to assess your comprehensive financial needs, develop a bespoke approach and plan, and implement portfolio changes in a tax-sensitive and efficient manner.
Institutions
Successful long-term investing is the result of a continuous and consistent application of our investment process, across a variety of markets, for more than two decades.
Featured Market Insights
Read our thoughts on the economy, markets, and personal finance.
- Monetary Policy
Average Inflation Targeting
Sep 2, 2020Read MoreThe Fed is making a change. The central bank announced last week that it will shift to "average inflation targeting" instead of using a hard inflation target o…
- Investment Strategy
Asset Bubble Inflation 101
Aug 27, 2020Read MoreIn my August 13th Market Commentary, I discussed the conditions that would be required to finally see a rotation out of the mega-cap technology stocks. This i…
- Economics
Checking in on the Housing Market
Aug 19, 2020Read MoreThis morning we received some data that support the narrative of a rapidly recovering housing market. Housing starts and building permits surged 22.6% and 18.8…
