A complete list of active advisors currently associated with Manrke Wealth

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

Manrke Wealth provides discretionary portfolio management and related financial planning services to a concentrated and varied client base that includes individuals (both non‑high‑net‑worth and high‑net‑worth), professional athletes and celebrities, investment companies, pooled vehicles, charitable organizations, and corporate entities. The firm states it prepares an Investment Policy Statement for each client and integrates financial planning into its portfolio management services at no additional charge. The firm’s investment process emphasizes quantitative analysis and primarily uses exchange‑traded funds, mutual funds and fixed income instruments, with the flexibility to use non‑U.S. securities and short sales as part of its strategies. Manrke Wealth generally requires discretionary authority to implement trades and charges asset‑based (percentage‑of‑AUM) fees, with fees billed in arrears. Distinctive features include a principal office located outside the United States and a material non‑U.S. client presence, and the brochure indicates the firm can serve pooled investment vehicles and investment companies and may collect management fees from an investment fund manager in certain non‑U.S. investments. The firm also requires clients to custody assets with specified custodians and discloses potential conflicts where the firm or related persons may have a financial interest in securities it recommends.

To learn more about the advisors currently working at Manrke Wealth, 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.