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.
- Investment Strategy
About Face!
Sep 25, 2020Read MoreThe S&P 500 peaked at an all-time high of 3,588 on September 2nd. Over the ensuing 22 days the index has dropped about 10% - enough to officially call it a…
- Economics
Poor Policy Is Keeping the Poor, Poor
Sep 18, 2020Read MoreThe current recession has further highlighted, and exacerbated, the wealth gap in the United States. Many people in the top 1%, 5% or 10% of the US income and…
- Stock Market
Turning a Corner?
Sep 11, 2020Read MoreFrom time to time in these Market Commentaries we've discussed the fact that earnings estimates for the S&P 500 were on a consistent downtrend well before …
