Philosophy & Process
Building resilience is the guiding principle of Farney's wealth advisory services. Beginning with a foundation of liquidity in financial planning, we aim to build an adaptable process that reflects client priorities. Personalized planning and investment management enable clients to make informed decisions while providing confidence that they are on the right path.
The investment philosophy is long-term oriented and expressed with a combination of passive and bottoms-up, active investment management that emphasizes fundamentals and valuation. Three aspects of this philosophy to note include 1) risk management is more than risk avoidance, 2) you can't predict but you can prepare for a range of outcomes and that 3) cycles can create opportunity.
Our four-step investment process outlined below builds on our understanding of each client to create a diversified portfolio that seeks to preserve wealth and increase the possibility of achieving client goals. This process informs regular client communications that providing perspective on current events, commentary on portfolio updates and access to performance reporting using our secure client portal.
