About Manhattan West Asset Management

Manhattan West Asset Management is an independent Registered Investment Advisor. Manhattan West offers institutional investment strategies and private client services.

Everything we do at Manhattan West is built on our core principles and values. We seek to ensure our clients are perpetually in a better position financially than they were when we started our relationship. This is a professional value that is designed to enhance growth, understanding and success in our clientele.

We take our client relationships personally, thus we are driven to protect their financial lives as if they were our own. We do this knowing that, in the long run, nothing is more important than building a relationship based on our values -- integrity, service, respect and honesty.

Our Values

As an independent firm, we are free to conduct our business from the standpoint of our own very personal, closely held values. For us, these are not hollow words; they are moral imperatives that drive every interaction we have with every client.

High-Integrity

We hold ourselves to the highest ethical standards in all of the services we provide.

Honest

We operate with complete transparency. Honesty takes precedence over everything else in a truly successful relationship.

Respectful

We treat everyone with the same level of respect regardless of their position.

Service-Oriented

We are committed to being responsive and responsible to those we serve. We strive for excellence at all times.

Who We Serve

At Manhattan West, we consider ourselves financial advisors in the fullest sense of the term. We possess the experience and tenacity to create solutions by offering you as many options as possible to strive to reach your financial goals.

We have advisors that specialize in the following areas:

Why Manhattan West?

Concierge Client Service

We pride ourselves on prompt and punctual responses to your needs, questions or inquiries. Our advisors make themselves available outside of business hours via in person meetings, email and phone calls. Our clients are our number one priority.

Experienced Team

Your dedicated team will consist of finance professionals and entrepreneurs with specialized knowledge of investments and wealth management. Your advisory team has a strong business education, including degrees in business, economics and law.

Personalized Portfolios

Manhattan West offers a highly personalized method of portfolio design and creation. We spend time understanding each client’s specific goals and objectives. This enables us to design a customized portfolio for each client based on their time horizon, risk profile, and financial objectives.

Transparent and Simple Fee Structure

Our investment management fees are based upon the size of the account, not the number of trades. We are a fee only advisor—we do not receive commissions for the purchase or sale of your assets or investment selections. Our transparent fee structure ensures that our recommendations are based solely on the client’s best interests.

Robust Planning Tools

We utilize research based planning tools to create and design plans for clients in various stages of their lives. Given our commitment to helping clients navigate their financial future, we’ve invested heavily in the latest resources available in the industry.

State-of-the-Art Reporting

As a client, you will have online access to view your account at any time. You will receive a monthly portfolio appraisal that allows you to view your holdings at their cost and current value. Additionally, you will receive a quarterly performance analysis that illustrates how your portfolio is performing relative to the market.