Private Wealth Management Built on Integrity and Experience
J. Lawrence Manley, Jr. CFA
At Manley Capital, we understand that investing for retirement can be complicated and stressful, and it can be scary trusting someone you don’t know well with so much.
I managed investment portfolios for major pension plans, endowments, and high-net-worth individuals, and now I specialize in helping people prepare to retire well.
I’m a Chartered Financial Analyst charter holder (CFA), with more than twenty-five years of institutional investment experience. My research has been published on Marketwatch, Seeking Alpha, Safe Haven, and Substack.
I will help YOU Retire Well:
Manley Capital Management is a Registered Investment Advisor founded in 2013 to provide responsible private wealth management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
Follow us on: Substack | Seeking Alpha | LinkedIn
Planning for Retirement makes many people feel:
Manley Capital Management 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 clear, honest, and consistent communication is essential, so each client understands exactly how and why they are positioned to reach their goals and retire well.
Retirement Planning | Tax Strategy | Investment Management
We discuss your current situation, retirement goals, and concerns.The purpose is to learn about you, what you want to accomplish with an advisor, and to understand if we have the right services to help you achieve what is most important to you.
Our deeper dive into your goals, concerns, and current financial situation to understand:
We show you how to achieve your goals, so you are confident and secure in retirement. We discuss your:
At the end of the meeting, you decide if it makes sense for us to work together.
Why are we giving you a comprehensive retirement plan for FREE?
At Manley Capital, we believe that everyone deserves to retire well, and a financial plan, tax strategy, and risk analysis are the critical foundation that everyone preparing for retirement should have. Also, we are very confident that you will recognize the tremendous value we provide and choose to work with us.