Paul Manners & Associates, Inc. has offered investment management services to corporations, pension plans, endowments, foundations, public funds and high-net-worth individuals for over 45 years.

 

Our firm helps clients define their wealth management goals and then designs a customized portfolio strategy to achieve them. Whether the objective is to construct an equity, fixed income or balanced portfolio, we employ a customized approach. Each client’s investment plan is unique, and our firm conducts regular reviews of each portfolio to assure that they are receiving the firm’s best thinking at all times.

 

Paul Manners & Associates, Inc. is registered under the Investment Advisers Act of 1940 and as such is required to operate under the rules and regulations established by the Securities and Exchange Commission.