T. Mann Financial

Overview

T. Mann Financial is an independent, owner-operated registered investment adviser that blends traditional wealth management with third-party capital allocation. The firm serves individual, family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, pension consulting and adviser-selection services. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements, and the firm also acts as an insurance broker. Investment emphasis is on publicly traded equities — specifically exchange-traded instruments — complemented by an active approach to ESG considerations. T. Mann Financial functions as a capital allocator when appropriate, tapping external managers for alternative strategies alongside in-house portfolio management. The adviser tends to run discretionary mandates, with a smaller portion of non-discretionary assets, allowing it to implement model-driven equity allocations and selectively place clients into third-party alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices