MANCHESTER FINANCIAL INC

Overview

Manchester Financial Inc. is an independent registered investment adviser that has acted as a capital allocator for both individual/family and institutional clients since its SEC registration in 1990. The firm blends fee-based advisory work with commissionable business and can charge by percentage of AUM, hourly fees, commissions and performance-based fees. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio work, selection of outside managers and educational seminars. Manchester Financial favors public funds and mutual fund vehicles as the backbone of client portfolios while supplementing equity exposure with direct stock positions and targeted alternatives through third‑party managers. The adviser is not positioned as an active ESG investor and does not describe itself as a multi‑state adviser. Its governance and operational footprint indicate involvement beyond pure advisory duties: the firm lists affiliations as an insurance company sponsor and acting as general partner/managing member of pooled investment vehicles, signaling a hands‑on role in structuring or sponsoring private investment vehicles for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices