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 

Financial Planning

Investment Management

Retirement Planning

Our Value-Driven Private Wealth Management Strategy

  • Diversified & Economic Balanced
  • Value-driven Asset Allocation
  • Asset Selection
  • Risk Management
  • 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)

Private Wealth Management Built on

Integrity and Experience

Our Simple, Yet Sophisticated Investment Process

1. Listen

We listen to understand your unique financial situation -- needs, wants, desires, and concerns

2. Build

Build a detailed "Investing for Retirement Strategy Plan" focused on addressing your financial needs and goals, so you can retire well

3. Create

Create an Investment Policy Statement  and choose an appropriate benchmark to monitor risk and reward

4. Construct

Construct a value-driven portfolio that is diversified, economically balanced, and manages risk to protect capital in all economic envirnments

5. Reduce

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.

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