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Additional information |
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Manchester Capital Management, LLC |
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Mission statement:
Manchester Capital Management is an independent multi-client family office dedicated to helping families preserve and grow their assets and their family heritage. |
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Overview:
Manchester Capital Management, LLC began as a private family office that combined the resources of several related families who sought superior, cost-effective investment expertise not available from conventional brokerage firms, banks, or investment houses.
Over the ensuing years, we were asked to help an increasing number of non-family clients leading to our registration with the Securities and Exchange Commission in 1993 as a registered Investment Advisor.
Today, we have a diverse client base that includes wealthy individuals, families, foundations, endowments, trusts, and corporate retirement plans. Our clients are located across the U.S and throughout the world. We have two offices, one in Manchester, Vermont and a second in Montecito, California.
We are owned by the partners and clients of the firm, and have no outside shareholders or corporate parent. Thus, we are free from the conflicts of interest that arise when a corporate firm needs to serve the interests of its shareholders ahead of the interests of its clients.
We charge a fee for our services based upon the assets we manage. We receive no commissions or brokers' fees based on transactions. We have neither in-house products nor soft-dollar relationships with money managers that might influence our advice. As a result, our interests are perfectly aligned with those of our clients. We adhere to our role as stewards of wealth, rather than salesmen.
Manchester Capital Management, LLC is a private wealth management firm offering comprehensive investment and financial support to wealthy individuals, families and non-profit organizations.
WE ARE A GOOD FIT IF:
* You prefer a boutique, personal firm putting your interests ahead of its own.
* You are discouraged by corporate relationships with revolving personnel and their own agenda.
* You need a sophisticated, customized program targeted at your specific needs, addressing all the issues in your financial world.
* You want a "service center" that can coordinate your complex affairs - your investment program, tax accounting, financial planning, charitable giving, property management, administration, and record keeping.
* You want to work directly with the senior professional making the investment decisions, rather than a marketing representative relaying advice from the real decision makers. Indeed, you want professionals who have their own money invested alongside yours, employing the same process and managers.
* You insist on a transparent process with no hidden relationships, no corporate biases, and no concealed fees. |
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