Financial Planning and Analysis
Reach your Financial Goals and Enjoy a Comfortable Retirement
Everyone Deserves to Retire Well
For investors who believe that interest rates are too low, the stock market is too volatile, and Wall Street doesn’t always put their interests first, we created an investment strategy, which finds the lowest-cost, lowest-risk way to meet your investment goals.
We grow your wealth by building portfolios that perform well in all economic environments, while reducing volatility, and preserving capital in bear markets. Unlike Wall Street’s “Traditional Blend” (a portfolio of 60% stocks and 40% bonds) our investment strategy is diversified and economically balanced, which reduces risk while maintaining reward. Additionally, we capitalize on market inefficiencies and risk weight our investments to enhance returns and manage risk.
Retire Well with Our Simple, yet Sophisticated Process
We work hard to understand your unique situation and design a financial plan that achieves your near and long-term goals.
We are a Registered Investment Advisor that always puts clients first and builds custom portfolios designed to achieve the highest return at your desired risk level.
We work with you to create a detailed Retirement Plan that helps you reach your retirement goals and minimize your tax burden.
Our Value-Driven Private Wealth Management Strategy
- Diversified & Economic Balanced
- Value-driven Asset Allocation
- Asset Selection
- Risk Management
Private Wealth Management Built on
Integrity and Experience
Our Simple, Yet Sophisticated Investment Process
We listen to understand your unique financial situation -- needs, wants, desires, and concerns
Build a detailed "Investing for Retirement Strategy Plan" focused on addressing your financial needs and goals, so you can retire well
Create an Investment Policy Statement and choose an appropriate benchmark to monitor risk and reward
Construct a value-driven portfolio that is diversified, economically balanced, and manages risk to protect capital in all economic envirnments
Reduce your costs and optimize your tax-burden
6. We Invest with You
At Manley Capital, we invest alongside our clients to prevent any conflicts of interest.
How to Get Started
Schedule a FREE 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? What is your optimal level of portfolio risk and how much risk is currently in your portfolio? 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.