Manchester Capital Management combines up-to-date investment skills and knowledge of modern portfolio theory with a conservative financial tradition that recognizes the value of patience and perseverance.
Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk; using portfolio diversification as the cornerstone of our approach. We minimize risk by using asset classes that range from fixed income securities with guaranteed yields to the equities of different segments of the market, identified by unique investment criteria.
We recognize that the complexity and dynamics of our clients evolve over time, and must be thoroughly understood and incorporated in the investment process. Only when we are sure a client fully understands and is comfortable with our recommendations will we proceed to implement our strategy for their portfolio.
Mindful of the major tax consequences that can result from the investment decisions of our taxable clients; we also pay special attention to the benefits of a tax sensitive approach to portfolio management.
We are a conservative firm that is dedicated to personal service and traditional values of integrity, prudence and independence.
Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.
3657 Main Street
(P.O. Box 416)
Manchester, VT 05254
New York, New York
410 Park Avenue, Suite 1610
New York, NY 10022
1157 Coast Village Road
Montecito, CA 93108
123 East Main Street, Suite 1A
Charlottesville, VA 22902