J. Lawrence Manley, Jr., CFA, CIPM, financial advisor Far Hills NJ

J. Lawrence Manley, Jr., CFA, CIPM

CRD 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

 

And Unfortunately:
* 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.

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Manley Capital Management, LLC Summit, NJ Jan 2013 - Current 11

J. Lawrence Manley, Jr., CFA, CIPM has no recent exams reported.
Contact Info for J. Lawrence Manley, Jr., CFA, CIPM
Phone Number: 908/263-7651
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $707,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Firm Disclaimer:

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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