CHARLES MANNING & ASSOCIATES, INC.

Overview

Charles Manning & Associates, Inc. is a small, fee-based wealth advisory firm focused on managing portfolios for high-net-worth individuals and families. The firm runs discretionary portfolio management as its primary advisory activity, positioning equities — particularly exchange-traded securities — at the center of client allocations. Its business model is percentage-of-AUM fee billing and it emphasizes personalized, account-level management rather than mass-market advisory products. The firm’s investment approach appears built around separately managed equity exposures supplemented by alternative strategies. Given the concentrated client roster and large average account size, Charles Manning & Associates, Inc. favors tailored equity allocations and third-party alternative managers to meet diversification, income and return-enhancement objectives.

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Public Holdings

Investments & Alternatives

Location & Offices