Paul Manners & Associates, Inc.

Paul Manners & Associates, Inc. is a registered investment adviser that manages separate, long-only portfolios for individuals, pension plans, charitable foundations and trusts, with a primary focus on high‑net‑worth individuals and families. Services include discretionary portfolio management, an initial assessment and written investment plan, trade execution and ongoing portfolio monitoring with quarterly reporting and at least annual reviews.

The firm pursues actively managed, broadly diversified portfolios built primarily from individual equities and investment‑grade fixed income, using mutual funds or ETFs only when necessary to achieve diversification. Its investment process blends fundamental analysis with elements of technical analysis and economic cycle study, and portfolios are tailored to each client’s goals, risk tolerance and income needs.

Noteworthy features include the firm’s long history and small‑team structure serving a relatively concentrated client roster, a generally stated minimum account size of $500,000 (with occasional exceptions), and staff credentials that include CFA, CMT and CFP designations. The firm also maintains formal ethics and trade‑oversight procedures, does not accept third‑party compensation or soft‑dollar arrangements, and declines authority to vote proxies on client accounts.