Question 1

What services does Farr, Miller & Washington provide?

Accepted Answer

Farr, Miller & Washington is a registered investment advisory firm that provides comprehensive, conservative, and long-term investment portfolios and strategic advice to individual and institutional clients. They offer financial and retirement planning, high net worth investment management, and wealth planning services.

Question 2

What is Farr, Miller & Washington's investment approach?

Accepted Answer

Farr, Miller & Washington's investment approach marries capital preservation with stable long-term growth. They follow a risk-averse approach, focusing on fundamentals and valuations, seeking long-term capital appreciation while providing downside protection.

Question 3

How does Farr, Miller & Washington build customized portfolios?

Accepted Answer

Farr, Miller & Washington's investment team builds customized portfolios of high-quality stocks and bonds for its clients. The firm understands that each client is unique and has different priorities for building, maintaining, and passing along wealth, so every plan is customized to endure market volatility and help meet each client's short-term and long-term goals.

Question 4

What types of institutional clients does Farr, Miller & Washington serve?

Accepted Answer

Farr, Miller & Washington provides lower beta growth to a wide range of institutional clients, including public funds, family offices, foundations, endowments, and pension plans. The firm may manage a specific sleeve of a portfolio or the entire portfolio, depending on the client's needs.

Question 5

What is Farr, Miller & Washington's client experience like?

Accepted Answer

Farr, Miller & Washington is committed to being a trusted advisor to its clients. The firm 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 it to build deep and long-lasting relationships that often span decades.

Farr, Miller & Washington, LLC

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About Farr, Miller & Washington, LLC

Frequently Asked Questions about Farr, Miller & Washington, LLC

What services does Farr, Miller & Washington provide?

What is Farr, Miller & Washington's investment approach?

How does Farr, Miller & Washington build customized portfolios?

What types of institutional clients does Farr, Miller & Washington serve?

What is Farr, Miller & Washington's client experience like?

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