Company Information

Get to know Woodley Farra Manion Portfolio Management

Founded in 1995 and based in Indianapolis, Woodley Farra Manion Portfolio Management, Inc. is an independent, employee-owned investment advisory firm registered with the SEC. The firm's core mission is to provide disciplined, long-term portfolio management for a clientele of high-net-worth individuals, families, and institutions. Their investment philosophy is centered on a concentrated portfolio of high-quality, dividend-paying stocks, emphasizing established companies with strong financial health and consistent growth prospects.

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Woodley Farra Manion Portfolio Management

United States

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.