Approach

Our Conservative Investment Approach

FMW marries capital preservation with stable long-term growth

Farr, Miller & Washington's tenured investment team adheres to the rigorous, disciplined investment process that the firm has utilized since being founded in 1996.

High quality, non-speculative investments form the bedrock of every client portfolio. Investments are made with capital preservation and long-term, stable growth in mind. Low investment turnover (~15% per year) provides tax-efficiency, allowing capital to compound and client wealth to grow more effectively.

Farr, Miller & Washington is risk-averse. While we may take on too little risk at times, we will never go out into the thin branches seeking higher, risky returns with your money. Long-term performance has been driven by downside protection in weak markets. This lower volatility approach to investing has served our clients well for decades.

Contact us for more information on our investment process.

Large Cap Growth Equity PDF

Large Cap Growth Equity

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Growth & Income PDF

Growth & Income

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Small & Mid Cap Equity PDF

Small & Mid Cap Equity

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