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.