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
Banks Still Waiting for Liftoff
Apr 21, 2021Read MoreThe banks have been reporting first-quarter earnings over the past week, and the results have been lackluster. But I’ll start with the good news. Credit is tre…
- Investment Strategy
Curb Your Enthusiasm? What I Didn’t Say on Halftime Report
Apr 15, 2021Read MoreOur great host Scott Wapner reported that a number of the big banks were issuing cautionary warnings on the stock market. Bank of America authored “Curb Your …
- Stock Market
Entering Earnings Season
Apr 14, 2021Read MoreAs we get into the heart of the earnings season, we thought we’d take a final look at earnings estimates. The chart below shows that S&P 500 estimates have…
