Manaia Capital Management

Description

• Manaia Capital Management helps individuals and companies build professionally managed, diversified investment portfolio, customized to meet their specific objectives. Personalized service is essential to our approach to investment planning. We strive to achieve this by using the following five step financial planning process:1. Identify the clients financial needs, long-term objectives and tolerance for risk. Most of this information is acquired through personal interview and the Investment Profile Questionnaire that all clients are requested to complete.2. Prepare an in-depth review of the clients current progress toward these financial goals.3. Develop an investment portfolio and strategy specifically customized to help fit the clients objectives, risk tolerance and time horizon.4. Educate clients about the investment choices available to them and recommend the plan based on their objectives.5. Implement the investment strategy, then monitor and review it periodically. We provide clients with performance and asset allocation updates each quarter.Our formula for success is to contact our clients periodically informing them of the markets near-term fluctuations yet keeping them on track regarding their set long-term goals. We believe in looking at companies that trade below their intrinsic value, pay dividends, have strong management teams and are focused on shareholder value.
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  Headquarters:6001 North Adams Road , Bloomfield Hills, Michigan, United States

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  Phone Number: +1 248-239-2300

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  Website: https://www.manaiacmi.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Manaia Capital Management

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• |  NAICS Code: 541613  |

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