J. Lawrence Manley, Jr., CFA, CIPMCRD Number: 4395031
Current Firm: Manley Capital Management, LLC
Compensation Model: Fee Only
J. Lawrence Manley, Jr., CFA, CIPM (CRD# 4395031) is an Investment Advisor Representative working at Manley Capital Management, LLC in Summit, NJ and over twenty years of experience in the finance industry.
As an investment advisor with more than twenty years of value investing experience, I have always had a passion for investing and have been lucky enough to spend my career managing investment portfolios for pension funds, endowments and high-net-worth families. My institutional experience and knowledge have led to the steadfast belief that:
* Capital preservation and the power of compounding are critical to investment success
* Fundamentals regress to the mean and markets are cyclical
* Human nature is pro-cyclical (fear and greed lead investors to sell low and buy high)
* Wall Street does not always put their clients first and they charge too much for poor performance
IN MY EXPERIENCE: there are two major obstacles preventing individuals from reaching their investment goals: Wall Street and Human Nature. Individually, each obstacle is formidable but when these two forces are combined, it nearly impossible for many to reach their investment goals of: a comfortable retirement, improved living standard or providing a family or charitable legacy.
I FOUNDED MANLEY CAPITAL MANAGEMENT, LLC to overcome these investment obstacles and partner with clients to grow their savings in a responsible manner that is simple yet sophisticated.
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
|Manley Capital Management, LLC||Summit, NJ||Jan 2013 - Current||8|
|Manley Asset Management||Chatham, NJ||Jan 1994 - Dec 2012||18|
|UBS Asset Management||New York, NY||Jun 1991 - Dec 1993||2|
Total Assets Under Management12MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$1,020,637
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
The material on this website is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. All investments contain risk.
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