Trusted Investment Counsel
Providing individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice.
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.
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.
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 help meet each client’s short-term and long-term goals.
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.