Mana Financial Life Design

Overview

Mana Financial Life Design is an independent registered investment adviser that serves both individual and family clients as well as smaller institutional relationships. The firm acts as a capital allocator—building portfolios primarily around public equities while selectively using third‑party managers for alternative exposures. Its client services emphasize financial planning and portfolio management for individuals and small businesses, and the firm supplements advisory work with pension consulting-type services, selection of outside advisers, and educational seminars. Investment preferences tilt toward exchange‑traded equities as the core portfolio sleeve, with a stated equity-first orientation. Mana Financial Life Design identifies as an active ESG investor, which suggests environmental, social, and governance factors are integrated into security selection or manager screening. Fee arrangements are flexible: asset‑based fees are the primary structure, but the firm also charges hourly and fixed fees for certain work such as planning or consulting. The adviser manages client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices