Manchester Financial Inc.
Manchester Financial Inc is an independent investment adviser and wealth management firm headquartered in Westlake Village, California. Founded in 1990 by Robert Katch, the firm provides customized financial planning and portfolio management services to a broad range of clients, including corporate employees, retirees, business owners, and individuals. With fewer than 25 employees, Manchester Financial is focused on delivering highly personalized solutions powered by its proprietary 'Powered by Planning®' process. The firm emphasizes efficiency, individualized strategies, and community involvement through charitable initiatives.
Investment Strategy
Manchester Financial employs a client-centric investment and financial planning approach. Each clients’ current situation and future goals shape a customized financial and investment plan aimed at long-term prosperity. The firm actively monitors and adjusts portfolios, incorporates mid-course corrections in response to changes in economic, tax, and political conditions, and places a significant focus on tax-efficient asset allocation, tax-wise asset location, and tax-savvy strategy implementation. Their goal is to maximize after-tax returns and overall lifestyle protection through astute planning and disciplined portfolio management.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 17.72% | $88.8M | 3,452,031 | $15.85 | $25.71 | +$4.6M |
B BSCT | INVESCO EXCH TRD SLF IDX FD | 8.31% | $41.6M | 2,213,996 | $18.70 | $18.81 | -$1.3M |
S SCHX | SCHWAB STRATEGIC TR | 4.90% | $24.5M | 931,252 | $14.94 | $26.34 | -$1.8M |
F FDD | FIRST TR EXCHANGE-TRADED FD | 4.62% | $23.1M | 1,431,781 | $15.56 | $16.15 | +$1.6M |
B BSCS | INVESCO EXCH TRD SLF IDX FD | 4.07% | $20.4M | 992,106 | $20.47 | $20.57 | +$459.1K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $1.2M | 18 | $666.18 | $666.18 | +18 | +$1.2M |