PAUL MANNERS & ASSOCIATES, INC.

Overview

Paul Manners & Associates, Inc. is a small, long-standing SEC-registered advisory firm focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm runs a predominantly equity-oriented program, with a clear preference for exchange-traded equities complemented by mutual funds and selective third‑party private placements. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting a hybrid approach that can suit both wealth-management relationships and institutional mandates. The adviser identifies its client base as individual and family investors as well as institutional clients, while it does not position itself as an ESG specialist, pension consultant, or multi-state advisory network.

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