Our simple, yet sophisticated
investment process helps you
retire well
There a two major obstacles preventing you from reaching your investment goals -- Wall Street and Human Nature.
We help you overcome these investment obstacles and Retire Well.
Your Retirement Simplified.
Financial Planning.
Is your retirement on track?
What do you want in retirement and how do you get there?
We work hard to understand your unique situation and design a financial plan that achieves your near and long-term goals.
Investment Management.
What is your ideal investment risk level?
Is your portfolio in synch with your ideal risk level?
Is your portfolio generating the maximum return at your desired risk level?
We are a Registered Investment Advisor that always puts clients first and builds custom portfolios designed to help you retire well.
Retirement Planning.
Is retirement savings allocated to minimize your tax burden?
Do you utilize Asset Location and Roth Ira strategies?
We work with you to create a detailed Retirement Plan that helps you reach your retirement goals and minimize your tax burden.
Are You Prepared to Retire Well?
Schedule a Call To Learn More about the
MCM Retirement Checklist
Your Financial Goals. Met.
Manley Capital Management, LLC, which specializes in value-oriented investing, is a Registered Investment Advisor, founded in 2013 to provide responsible investment management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
Since our inception, Manley Capital Management, LLC has served as a trusted partner for individuals and families, providing investment management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an institutional approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
Is Your Portfolio In Synch with
Your Risk Tolerance?
Investment Management Built on Integrity and Experience
We have had the privilege of working with institutions, high net worth families for 25 years. In that time, we have learned that our clients value and appreciate the combination of traits that distinguish our firm:
Market Knowledge
Since 1991, our founding principal has provided wealth management for clients through a wide range of market conditions. This track record of experience continues to drive our value investment approach and long-term perspective.
Institutional Expertise
Every client benefits from the experience of our principal, which spans more than 25 years managing institutional (pension plans and endowments) and high net worth assets.
Independent Advice
We pride ourselves on providing an objective point of view. As an independent Registered Investment Advisor, we only work for the client, which ensures that their best interest always comes first.
Deep understanding
Before we invest any money, we determine your goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments and market history.
Is Your Retirement on Track?
Schedule your free portfolio review and find out how your assets could be working harder for your retirement. Regardless if you choose to hire us or not, we will give you 100% of our attention and knowledge, and provide you with a comprehensive overview of your portfolio and our suggestions.
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