the investment portfolios the farr, miller & washington ... · principal, portfolio manager,...
TRANSCRIPT
20% equity80% fixed income
40% equity60% fixed income
50% equity50% fixed income
60% equity40% fixed income
80% equity20% fixed income
100% equity
The Farr, Miller & Washington Process• FMW Risk Tolerance Assessment • Selection of appropriate asset allocation• Periodic rebalancing• Long–term focus
The Investment Committee• Research-driven, experienced and tenured professionals • Investments are selected and monitored by the
Investment Committee• Committee maintains a disciplined rebalancing process
The Farr, Miller & Washington Difference• GIPS compliant*, stable, and established firm with a
long–standing investment philosophy• Dedicated client service team• Unwavering focus on our clients and their goals
Farr, Miller & Washington Advisory Fees: 0.75% of account value (75 basis points) annually
Farr, Miller & Washington Wealth Builder Portfolios are designed to manage each account for a particular combination of risk and reward using tax-efficient Exchange-Traded Funds (ETFs). Our philosophy is to avoid trends and market-
timing tactics. We believe that a “buy to hold” strategy, with proper monitoring and rebalancing, yields the greatest total return over time.
The Investment Portfolios• Low-cost and tax-efficient ETFs• Broadly diversified among multiple asset classes• Both domestic and international ETFs• Ample liquidity and trading volumes
Michael K. FarrPresident & CEO
Investment Committee
Taylor McGowan, CFAPrincipal, CIO, Portfolio Manager
Investment Committee
Michael Fox, CFA, CPA, CFP®Principal, Analyst, CFO, Portfolio Manager
Investment Committee
Keith B. Davis, CFAPrincipal, Portfolio Manager, Analyst
Investment Committee
About Farr, Miller & Washington, LLCFarr, Miller & Washington, founded in 1996, is a 100% employee-owned investment management firm headquartered in Washington, DC with offices in Devon, PA, Naples, FL, and Memphis, TN. Our clients include high-net-worth individual investors and institutions such as corporations, endowments, foundations, pension and profit sharing plans, and municipal entities.
Farr, Miller & Washington believes the key to providing exceptional service to clients is a great team of professionals. We have a talented and experienced team of people, and the average tenure for our principals is 15 years. The longevity and stability of our team ensures the continuous and consistent application of our investment process and the high level of client service that our clients expect and deserve.
The Wealth Builder Team
Washington D.C. Headquarters1020 19th Street, NW, Suite 200
Washington, DC 20036(202) 530-5600
(202) 530-5508 Fax
Devon, Pennsylvania237 West Lancaster Avenue, Suite 110
Devon, PA 193331 (800) 390-3277
(202) 530-5508 Fax
Naples, Florida599 Tamiami Trail, Suite 201
Naples, FL 34102(239) 529-2081
(202) 530-5508 Fax
Memphis, Tennessee4646 Poplar Avenue, Suite 244
Memphis, TN 38117(202) 530-0828
(202) 530-5508 Fax
Where to find usFor more information please visit www.FarrMiller.com, email [email protected],
or call the dedicated FMW Wealth Builder line at 1-844-413-7770
Kristina Saunders, CIMA, CFP®Senior Vice President,
Portfolio Manager
*Farr Miller & Washington, LLC is a registered investment advisor. The firm claims compliance with the Global Investment Performance Standards (GIPS®). For a compliant presentation and/or the firm’s list of composite descriptions, please contact Susan Cantus at [email protected] or 202.530.5606
Gretchen Zierolf, CFP®Senior Vice President,
Portfolio Manager