Investing with Mana
Investing is a powerful, personal driver of your financial wellbeing. We believe in thorough discussions to identify your goals and objectives for investment. Our decisions are collaborative, respectful of your values and based on your unique circumstances.
Using a goals based investment approach, we construct and manage portfolios with a focus on the time horizon of each of your goals, your investment objectives, your risk tolerance, and your tax situation.
Investment success relies on execution
The Mana Investment Team executes your investment strategy based on knowledge gained through our discussions, to ensure you have the highest probability of success of meeting your goals. We understand that money is emotional. Our process is designed to meet you where you are.
We believe in:
Efficient markets
Tax efficiency
Keeping costs low
The power of rebalancing
Tailoring your portfolio to your needs as they evolve
We manage your investments with the goal of delivering superior risk adjusted returns. We coordinate tax planning, charitable giving, values-based investing, lending strategies, and cash flow needs. We look at your whole financial picture, including your real estate, private equity, and other assets to provide you with holistic advice.
Get to know our process below…
Building your goals-based investment strategy
We know that sound investing is a crucial mechanism to achieving your broader goals in life. Our first element of investment management focuses on creating a globally diversified portfolio that aligns with your values, goals, and needs. Examples of actions that help us build this element are:
Understanding your full financial picture: through our work, we understand all aspects of your financial life, including your goals and any cash flow needs.
Values alignment: your vision for how your money is invested and your legacy are important. We help you achieve your vision by determining the appropriate account structure and the selection of investments.
Our independent structure gives you access: as an independent registered investment advisor, we have created institutional partnerships across banks and asset managers to leverage comprehensive strategies that we can specifically tailor to your needs.
Strategy execution
Many advisors discuss your goals, but few structure their business around supporting clients to effectively execute the steps it takes to achieve those goals. All of this should be at the center of your wealth management strategy. Examples of actions that help us build this element are:
Accountability: once we’ve agreed on the path forward, we’ll remind you when it’s time to make the investments you’ve committed to.
Administrative support: recommendations fall by the wayside because of administrative obstacles. Our investment operations team takes on this responsibility to ensure you are informed and empowered.
Record keeping: we keep you apprised of the progress you make, while maintaining flexibility if your strategy needs updating.
Coordinating your financial team
We become the main hub of your financial team, coordinating your CPA, estate attorney, loan officer, lawyer, and bookkeeper on a regular basis, as needed. Examples of actions that help us build this element are:
Thinking ahead: We proactively create opportunities for multi-decade tax optimization, including managing concentrated stock, exercising stock options, inheriting investments, and intergenerational gifting.
Honoring your legacy: as your estate grows, we collaborate with your estate attorney to build a robust strategy that supports your unique vision for your wealth.