Money Manager Inc.

Money Manager Inc. is a small, SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm advises on equities, fixed income, mutual funds, ETFs, options, and alternative investments and manages client accounts with customized allocations based on objectives, risk tolerance, time horizon, and liquidity needs.

The firm’s investment process combines fundamental and technical analysis and may use both long- and short-term trading, margin, and options strategies as appropriate to client objectives; portfolios are reviewed at least quarterly and rebalanced as needed. Money Manager also recommends third‑party money managers and alternative investment offerings, and it monitors those managers and products on an ongoing basis while disclosing that it may receive compensation from TPMMs and sponsors.

Notable operational features disclosed in the brochure include that certain advisory personnel are also registered representatives with Emerson Equity LLC and may receive commissions for alternative investments, the firm participates in the Pershing institutional program, and it has received marketing allowances from named product sponsors. The firm also accepts Standing Letters of Authorization for third‑party wire transfers (with custody implications) and distinguishes between alternative investments eligible for asset‑based advisory fees and those designated as Administrative‑Only assets.