A complete list of active advisors currently associated with Manent Capital

Warmer can help you find a great advisor at Manent Capital or one who fits your needs even better.

Manent Capital’s principal provides tailored investment management and a range of financial planning services, including project‑based planning, a one‑day “VIP Day” offering, and ongoing planning engagements. The firm also facilitates use of third‑party investment managers and model portfolios (including a technology‑based sub‑advisor) to implement client strategies and currently reports roughly $82 million in assets across about 25 client relationships. The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to set asset allocation and make tactical adjustments when appropriate. It also advises on and may recommend less‑traditional or alternative investments and coordinates with outside managers when clients’ goals or complexity warrant delegated management. Unlike most independent advisers, the firm’s client‑facing materials reference third‑party ratings and include client testimonials, practices that are uncommon among peers in this category. The principal holds both CFP and CFA designations and the firm offers flexible engagement formats (one‑time, project, and ongoing plans, with ongoing planning bundled for larger relationships), which may appeal to clients seeking both advisory continuity and discrete planning projects.

To learn more about the advisors currently working at Manent Capital, 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.