Retire Well with Our Simple, yet Sophisticated Process
Private Wealth Management Built on
Integrity and Experience
Investing for Retirement can be Complicated and Stressful
Planning for Retirement makes many people feel:
- Uncertain when they can retire, or if they can retire better?
- Overwhelmed by the possibilities and complexity.
- Worried that they will make a mistake, and may not be okay in retirement
- Skeptical and unsettled about trusting someone else when there's so much at stake
Everyone Deserves to Enjoy a Comfortable and Secure Retirement
Manley Capital Management has served as a trusted partner for individuals and families, providing private wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We believe that clear, honest and consistent communication is essential, so each client understands exactly how and why they are positioned to reach their goals and retire well.
A Message From Our Founder
At Manley Capital, we understand that investing for retirement can be complicated and stressful, and it can be scary trusting someone you don’t know well with so much. I managed investment portfolios for major pension plans, endowments, and high net worth individuals, and now I specialize in helping people prepare to retire well. I'm a Chartered Financial Analyst charter holder (CFA), with more than twenty-five years of institutional investment experience. My research has been published on Marketwatch, Seeking Alpha, Safe Haven, and Substack.
Manley Capital Management is a Registered Investment Advisor founded in 2013 to provide responsible private wealth management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
Follow us on: Substack | Seeking Alpha | LinkedIn
Reach your Financial Goals and Enjoy a Comfortable and Secure Retirement
Book a 15 minute "Investing for Retirement Strategy Session”
We discuss your situation, goals, objectives, experiences, and concerns, to understand what is most important to you.
Get a FREE “Investing for Retirement Plan”
When can you retire? How can you reduce costs and taxes? How can you get more return while taking less risk?
Implement your plan or hire us to help you Retire Well
If you don’t want to "DIY", we will create the lowest-cost, lowest-risk portfolio to reach your goals, so you can Retire Well.
Question: Why are we giving you a comprehensive retirement plan for FREE?
Answer: At Manley Capital, we believe that everyone deserves to retire well and a financial plan and risk analysis are the critical foundation that everyone preparing for retirement should have. Also, we are very confident that you will recognize the great value we provide and choose to work with us.
At Manley Capital, we know that you want to enjoy a comfortable and secure retirement. The problem is that planning for retirement can be complicated, and even a minor oversight can be costly, which can make you feel uncertain or overwhelmed.
We believe that everyone deserves to retire well, which is why we specialize in helping you meet your retirement goals with our simple, yet sophisticated process. We discuss your situation, goals, objectives, experiences, and concerns, to understand what is most important to you.
Next, we create your personalized "Investing for Retirement Plan," which answers the important questions: When can you retire? How can you reduce costs and your tax liability? What is your optimal level of portfolio risk? How can you get more return while taking less risk?
Finally, we communicate consistently, clearly, and honestly, so you understand exactly how and why you are positioned to reach your goals and retire well.
So, schedule an "Investing for Retirement Strategy Session" to become confident that you will enjoy a comfortable and secure retirement.
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