Running may not be the first thing one thinks of when contemplating a financial investment strategy, but as soon as we heard how Woodley Farra Manion approaches their clients’ long-term investment portfolios, we thought “marathon.”
You see, the mantra at Woodley Farra Manion is about thoughtful, well-researched, patient investing — always with an eye toward the finish line. Investing as a series of sprints isn’t their thing. When you’re a Woodley Farra Manion client, you’ll be going on a journey toward the goals you’ve laid out. The best part? They’ll be on that journey with you, stride for stride, all along the path.
“Even though we’re an investment firm and Rare Bird is a creative marketing firm, turns out we had more in common than you might think. Rare Bird does what we do when we first sit down with a client — listens. Asks questions. Finds out what our goals are and what’s important to us. When they proposed the running/marathon metaphor as a branding for our investment philosophy, we knew they absolutely understood us.”
GEORGE FARRA, CO-FOUNDER AND PRINCIPAL | WOODLEY FARRA MANION
IT’S ALL ABOUT GOING THE DISTANCE.
As we worked with the Woodley Farra Manion team to truly understand how they approach investing for their clients, we knew that we needed to find a way to differentiate them from the competition so potential clients could clearly see how they’re different. So we proposed that we create a whiteboard video to explain the process. And they agreed.
It’s not a treatment you see many investment or financial firms take, but it is the perfect tool to illustrate — if you will — the Woodley Farra Manion model. Between the whiteboard video and the running imagery, we were able to make them more approachable, more down-to-earth for people looking for a place where they feel comfortable investing not only their funds, but their hopes and dreams for the future.
We’re always happy to go the extra mile for clients who do exactly the same thing for theirs.