Financial Planning and Analysis
designed to help you overcome the biggest investment obstacles
Private Wealth Management Built on
Integrity and Experience
Our Simple, Yet Sophisticated Investment Process
1.
Understand your unique financial situation -- needs, wants, desires, and concerns
2.
Build a detailed Financial Plan focused on addressing your financial needs.
3.
Create an Investment Policy Statement (IPS) and choose an appropriate benchmark
4.
Construct a value-driven portfolio that is diversified, economically balanced, and manages risk to protect capital
5.
Reduce your costs and tax-burden
6.
We invest with you (pari-passu)
Are You On Track to Retire Well?
Take five minutes to find out if you’re prepared for retirement
and how you can get there with our free Retirement Readiness Calculator.
You Deserve the Best Financial Advice
Retire well with our simple investment solutions
Since our inception, Manley Capital Management, LLC 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 each client should understand exactly what is happening with their money, and that our advice should be as good as our execution.
Our Financial Planning and Analysis Process
Our Private Wealth Management Process
Our Value-Driven Private Wealth Management Strategy
- Diversified and Economically Balanced
- Value-driven Asset Allocation
- Asset Selection
- Risk Management
Time for a Portfolio Checkup?
Each year we go for a health checkup, but when is the last time your portfolio had a check up? Get a free, no obligation Investing for Retirement Check Up.
How to Get Started
Schedule a phone call
Click the button below and schedule a free call with our founder J. Lawrence Manley, Jr., CFA, CIPM
Meet with our team
We listen to your objectives, needs, and concerns - no sales pitches!
Get your personalized strategy
We analyze your situation, create a personalized investment plan and we work with you to implement it.
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