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.