Paul Manners & Associates, Inc.

Paul Manners & Associates, Inc. is a registered investment adviser established in 1979, providing investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm manages separate long-only portfolios with discretionary investment authority, totaling $337,159,657 as of June 30, 2024. The fee schedule is 1.00% per annum on assets up to $2,000,000, 0.75% per annum on assets between $2,000,001 and $5,000,000, and 0.50% per annum on assets exceeding $5,000,000, with fees deducted quarterly. The minimum account size is typically $500,000, but smaller accounts may be accepted at management's discretion. The firm's investment strategies include fundamental and technical analysis, economic evaluation, and active management with a focus on diversification and low turnover. The firm does not engage in performance-based fees or side-by-side management. Clients retain voting rights for their securities, and the firm does not vote proxies on their behalf. Paul Manners & Associates, Inc. prioritizes best execution in brokerage practices, preferring Charles Schwab & Co. as custodian. The firm's partners, Larry P. Forbus and Jason P. Knope, bring extensive experience and qualifications to the investment process.