Financial Planning and Analysis | Manley Capital Management

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)

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.

Is your retirement on track? Click here to access our retirement calculator

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
  • Volatility, Trend, Price Momentum and Relative Strength
  • Hedge Equity Exposure in Overvalued and Declining Markets
  • Rebalance and Tax-Harvest Portfolio



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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