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David M

Series 63, Series 65

Louisville, KY

Highland Capital Advisors , Llc

David McManus is a financial advisor at Highland Capital Advisors, LLC in Louisville, KY, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Highland Capital Advisors since 2011, following prior roles at McManus & Associates, Inc. and Osaic FS, Inc. In addition to advisory work, he offers insurance planning and sales of fixed insurance products. Highland Capital Advisors serves individuals, families, retirement plans, trusts, corporations, municipalities, and non-profit organizations with discretionary portfolio management, retirement-plan design and fiduciary investment management, and stand-alone financial planning. The firm employs a multi-strategy investment approach integrating strategic asset allocation with tactical, alternative, and principal-protected strategies, managing portfolios that include equities, bonds, REITs, and ETFs.

Annuities Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Founder/Business Owner Values-based investing
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