Farrow Financial Inc.
Farrow Financial, Inc. is a fee-only Registered Investment Adviser headquartered in Randolph, Vermont, United States. Founded in 1981, the firm provides financial planning, investment management, and consulting services to individuals, corporations, and not-for-profit organizations. They emphasize individualized portfolio management driven by client goals and risk tolerance, and also offer comprehensive planning and business consulting. The team includes experienced professionals with credentials such as CFA and CFP. Farrow Financial serves clients seeking both investment management (with a $1 million minimum) and tailored financial planning solutions.
Investment Strategy
Farrow Financial, Inc. develops customized investment policy statements for each client, identifying portfolio goals, acceptable risk, and restrictions. The firm manages portfolios focused on individual stocks, ETFs, bonds, and mutual funds, with discretionary authority over asset selection and monitoring. Their investment approach emphasizes continuous supervision, goal-oriented asset allocation, principal protection, growth, and diversification. They periodically review accounts and update strategies according to market and client circumstances. As a fee-only adviser, Farrow Financial aligns their interests with clients and does not sell proprietary products, aiming for unbiased, client-first solutions.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 8.37% | $13.8M | 102,214 | $106.77 | $135.04 | +$1.8M |
S SUSA | ISHARES TR | 7.50% | $12.4M | 97,580 | $101.27 | $126.75 | +$1.3M |
M MOAT | VANECK ETF TRUST | 5.99% | $9.9M | 105,318 | $84.99 | $93.79 | +$591.2K |
I IVLU | ISHARES TR | 5.64% | $9.3M | 282,640 | $26.70 | $32.89 | +$714.1K |
S SGOV | ISHARES TR | 5.29% | $8.7M | 86,594 | $100.57 | $100.69 | +$927.9K |