Paul Manners & Associates, Inc.

Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm’s primary service is management of separate long‑only portfolios, and as of June 30, 2026 it reported approximately $235.1 million in discretionary assets and $156.6 million in non‑discretionary assets, for total reported assets of about $391.7 million.

Portfolios are tailored to client goals and risk tolerance and typically constructed from individual stock and bond positions, with the firm describing an actively managed, broadly diversified, low‑turnover approach that blends fundamental analysis and elements of technical analysis. Clients receive an investment plan, execution of trades under agreed authority, quarterly reporting and at least annual reviews, with account monitoring performed at least monthly and more frequently for material changes.

The firm is notable for operating with a small advisory team—two investment professionals hold primary review responsibility—which stands out given the level of assets and the sizable non‑discretionary allocation. Paul Manners & Associates restricts outside compensation (it does not accept sales commissions, referral fees, or soft dollars), does not vote client proxies (clients receive proxy materials directly), recommends Charles Schwab for custody while permitting directed brokerage, and discloses the use of solicitors for client referrals.