Investment Management

“A good definition of an investing genius is the man or woman who can do the average thing when all those around them are going crazy.”  Morgan Housel

Before worrying about investing, we take the time to get to know you and understand your goals, your family’s longevity, and your tolerance and desire for risk.  We then use this information to build a portfolio that is:

  • Tax efficient
  • Low-cost
  • Globally diversified
  • Tied to your financial planning goals and objectives

Accounts are monitored and rebalanced periodically, especially focusing on opportunities such as tax loss harvesting and periods of high volatility.

Pricing

Our ongoing planning services include assets under management for no additional charge.

Compared to the typical financial advisor that charges a percentage of assets under management, this can save you thousands of dollars per year.

For example, an average independent advisor might charge 0.85% to manage your $2 million investment portfolio, which is $17,000 per year.  At Manuka Financial, our fee would be $10,000 annually, a savings of $7,000 per year.

In addition, as a boutique firm we limit the number of clients we work with, making sure we always have you and your family top of mind.