Woodley Farra Manion Portfolio Management
Financial ServicesIndiana, United States11-50 Employees
Woodley Farra Manion Portfolio Management is a financial services firm based in Indianapolis, Indiana, founded in 1995. The company provides investment management, financial planning, fiduciary guidance for charitable organizations, and strategies for charitable giving. It adheres to a long-term, disciplined investing approach, prioritizing downside protection and avoiding trend-driven moves. A CFA-credentialed team analyzes thousands of stocks to identify undervalued large-cap companies with solid fundamentals and reliable dividend policies, assembling concentrated portfolios of roughly 25 to 30 securities. Clients are supported by a financial coach and receive quarterly reports, while assets are held by third-party custodians on a fee-only basis with no commissions. Recent recognition on CNBC's Financial Advisor 100 List includes a No. 23 ranking in 2025.