Investment Services
Manley & Meyer offers clients a distinctive management philosophy. Rather than pushing a corporate agenda or following analyst recommendations, we focus on creating individual solutions designed to meet your specific financial goals. Manley & Meyer has built a solid client base by providing independent and straightforward wealth management solutions. It's the way we prefer to do business and the way we believe business should be done. Our goal is to satisfy almost all of our client's personal and corporate financial needs. We offer diverse investment and financial services so that we can grow with our client's needs. We are always striving to improve our services, as we believe the only true way to measure success is through the success of our clients.
Banking and Investments: A powerful combination
Since 1984, Manley & Meyer has provided a wide array of investment products and services to businesses and individuals alike. Our investment services programs effectively "bridge the gap" between banking and investments for clients. Meeting all customers' financial needs in one place offers two important benefits. First, it provides an easy way for customers to consolidate their banking and investment needs with an institution they trust. Second, it allows banks to enhance and expand customer relationships while increasing fee income, cross-sell ratios, and employee marketing skills.
Program Delivery and Management
At Manley & Meyer, we understand the demands placed on your management and employees by today's fast-paced and ever-changing banking environment. With that in mind, we offer a turn-key investment services program that assists you from the initial structure of the program to the recruiting and sales management of your investment representative. We are committed to providing the most comprehensive and detailed support in the industry. Your investment representative will be able to offer your customers a selection of investment products and services second to none, drawing upon state-of-the-art technology for account access and management. Our goal is to provide you with an investment services program that is competitive with other banks, brokers and financial services providers. As a result, your customers will no longer need to look to other institutions for help in meeting their financial needs.
Products and Services Offered through the Manley & Meyer's family of companies:
• Common Stocks
• Preferred Stocks
• Corporate Bonds
• Options
• Unit Investment Trusts
• Mutual Funds
• Money Market Funds
• Government Securities
• Annuities
• Limited Partnerships
• Upstream Oil & Gas
• Certificates of Deposit
• Investment Advisory Services
• Portfolio Review
• Flexible Capital Structuring
• Insurance
• Corporate Finance
Energy Investment Platform
Manley & Meyer is a high-energy team providing capital solutions to middle-market energy companies, with a primary focus on upstream oil & gas projects in U.S. and Canadian onshore resource plays and lower-risk conventional fields.Additionally, Manley & Meyer will invest in midstream and energy service opportunities where it can apply specialized knowledge gained through its upstream investment activities. Our principals have worked together for over 13 years, investing approximately $1 billion in more than 40 energy transactions across multiple energy cycles and investment fund vehicles. Collectively, the Manley & Meyer energy team possesses over 70 years of principal investing, corporate finance, and restructuring experience. Our unique combination of experience, deep industry relationships, and flexible approach results in Manley & Meyer being a preferred capital provider for energy management teams.
Our "5 Point" Common Sense Investment Philosophy:
1. We place emphasis on cash-rich, financially strong companies selling at historical lows when selecting our investment positions in an effort to establish a margin of safety. This practice traditionally experiences low position turnover (buys/sells) in our portfolios, which tends to keep expenses relatively low for our clients.
2. Reinvestment of dividends and interest during the year in order to "dollar cost average" into the market is our standard practice.
3. Emphasis is placed on contributions or additional savings. Additional funds can also help with "dollar cost averaging".
4. Tax efficiencies- our goal is to minimize tax liability by focusing on long-term capital gains.
5. In cases where a current holding has increased significantly beyond the business's intrinsic value, we may elect to "multiply" our holdings by selling that position and reinvesting the proceeds in two, three or four positions for further diversification.