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
We are a conservative firm that is dedicated to personal service
and traditional values of integrity, prudence and independence.