Individually Managed Portfolios
In constructing portfolios, the clients' investment needs and goals are paramount. At First Manhattan, Portfolio Managers share the same commitment to long-term, risk-averse, value-oriented investing and exceptional client service. Firm-wide, we take great pride in the close, long-term, often multigenerational, relationships we have with our clients.
As a First Manhattan client, you can expect your Portfolio Manager to:
- Construct portfolios consisting of a group of diverse companies that we have researched extensively and believe represent attractive valuations.
- Diversify appropriately within your portfolio to reduce overall portfolio risk.
- Integrate fixed-income securities, as necessary, to reduce volatility and/or to provide a targeted flow of income.
- Manage your portfolio strategically, based upon your long-term goals in a tax efficient manner.
- Provide an in-depth explanation of exactly what you own, why it was purchased, and its long-term potential.