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(802) 728-4287

Investment Management

  • Farrow Financial, Inc. provides continuous supervised and personalized portfolio management for individuals, corporations and not for profit organizations.

  • The minimum account size for investment management is $1 million.

  • Farrow Financial, Inc. works with all clients to develop an investment policy statement describing portfolio goals, acceptable risk and any restrictions a client wishes to place on their investments.

  • Client portfolios typically hold individual stocks, exchange traded funds, bonds, mutual funds and sometimes options in order to control risk or increase cash flow.

  • Farrow Financial, Inc. may advise clients on other types of investments when appropriate.

  • Investing in securities involves the risk of loss. Each type of security in which we invest has unique risks. Clients must be prepared to bear these risks.