We Build and Sustain Close and Consultative Relationships that are Personal, not Transactional

Whether we are entrusted with managing a client’s entire portfolio or a portion thereof, we take time to gain an in-depth understanding of their unique circumstances and objectives, enhancing our ability to provide counsel that is holistic, wise and thoughtful.

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Individuals & Families

We work closely with private clients and families to construct a tailored Investment Policy Statement that articulates not only their overall objectives and the investment strategies required to meet them, but also their attitudes toward wealth and the role it plays in their emotional and financial well-being. Our stewardship evolves seamlessly as clients progress through each stage of wealth — accumulation, growth, preservation, and decumulation — and as significant life events shape their financial landscape.

We often collaborate with clients and their trusted advisors, integrating investment management with cash-flow planning, tax strategy, insurance, and estate and legacy considerations, ensuring a comprehensive overall wealth strategy.

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Foundations

We work with foundations to develop disciplined investment strategies that fund ongoing cash-flow and disbursement commitments while preserving capital for the long run. Our focus is on prudent growth, stability, and alignment with each organization’s mission and mandate.

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Institutions

Institutions tend to follow one of two approaches to investing: “core and explore” or “best of breed.” Typically, in the case of “core and explore,” indexing forms a central part of the strategy and is supplemented with alpha-generating active managers. In the case of “best of breed,” plan sponsors will allocate capital to specialized manager mandates. Manitou is well suited to serving either of these approaches.