Financial Planning and Analysis | Manley Capital Management

Financial Planning and Analysis Services

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Our Simple, yet Sophisticated Financial Planning and Analysis Process Helps You Retire Well

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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)
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Our Financial Planning and Analysis Process

Discuss: your unique financial situation, and fully understand your objectives, goals, risk tolerance and time horizon.
Analyze: your current situation and plan.

  • is your risk level appropriate?
  • does a "retirement gap" exist?
  • will your long-term financial goals be met?

Create: a comprehensive financial plan, including a detailed Investment Policy Statement (IPS) and choose the appropriate benchmark.
Evaluate: market's valuation, risk-reward profile and long-run prospective return potential.
Construct:  a value-driven investment portfolio that is diversified and economically balanced. 

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15 Minutes Could
Transform your Retirement

Our Private Wealth Management Process

Discuss and analyze:  your unique financial situation, and fully understand your objectives, goals, risk tolerance and time horizon.
Evaluate: the market's valuation, risk-reward profile and long-run prospective return potential.
Create: a detailed Investment Policy Statement (IPS) and choose the appropriate benchmark.
Construct: a value-driven investment portfolio that is diversified and economically balanced.
Risk Management: manage portfolio volatility and re-balance asset allocation when appropriate.
Portfolio Management: monitor performance, tax harvest, and communicate with client.

Our Value-Driven Private Wealth Management Strategy

Diversified and Economically Balanced
  • Asset allocation explains more than 90% of investment return variability
  • Modern portfolio theory: maximum return at desired risk level
  • A balanced asset allocation (equities, bonds, commodities and currencies) performs well in all economic environments (growth, recession, inflation)
Value-Driven Asset Allocation
  • Buy assets at a discount to its intrinsic value (buy low, sell high)
  • Expected return and volatility determine optimal risk allocation
  • Mitigate risk as cycle matures and risk-reward deteriorates
Asset Selection
  • Value and Price Momentum strategies outperform buy and hold
  • Must be adequately rewarded to assume additional risk
Risk Management
  • Volatility, Trend, Price Momentum and Relative Strength
  • Hedge Equity Exposure in Overvalued and Declining Markets
  • Rebalance and Tax-Harvest Portfolio

Our Technology

We believe that regular communication is critical to a successful long-term relationship. Also, we use world-class technology to help you understand your finances, and have the confidence that your retirement is on the right path.

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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.