A complete list of active advisors currently associated with Manektala Investment Advisory Services Inc.

Warmer can help you find a great advisor at Manektala Investment Advisory Services Inc. or one who fits your needs even better.

Manektala Investment Advisory Services is an independent registered investment adviser that generally serves high‑net‑worth individuals and business entities and also provides advisory services to qualified retirement plans. The firm offers discretionary and non‑discretionary asset management along with financial planning and consulting engagements. Investment programs are tailored to each client’s stated objectives and risk tolerance and may use modern portfolio theory and Monte Carlo planning alongside fundamental and technical analysis. Portfolios can include long‑ and short‑term holdings, trading, options and other derivatives, and the adviser implements strategies either with client approval on each trade or under delegated trading authority. The firm’s provision of ERISA 3(21) pension consulting and monitoring for plan sponsors is a notable offering for a small independent adviser, as this type of plan work is uncommon among peers. The brochure also discloses a concentrated client base (five clients and roughly $5.55 million in discretionary AUM), a $100,000 account guideline, and the principal’s outside business interests (engineering firms and rental property consuming about 25% of their time), and the firm does not vote client proxies.

To learn more about the advisors currently working at Manektala Investment Advisory Services Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.