Manhattan West Asset Management, LLC

Manhattan West Asset Management, LLC is an SEC-registered investment adviser based in Los Angeles, California, specializing in managing assets for various clients to meet their financial goals while considering risk tolerance and time horizons. As a fiduciary, the firm always acts in the client's best interest, maintaining open lines of communication and educating clients about the investment process. Clients in the wrap fee program pay a flat fee for advisory services, excluding custodial transaction costs. The firm offers Comprehensive Wrap Portfolio Management services, including asset management, financial planning, and consultation. The maximum annual fee for this service is 2.00%, billed quarterly based on account values. Clients must have a minimum account balance of $3,000,000 for this service, although the firm may accept accounts below this threshold at its discretion. Manhattan West Asset Management utilizes fundamental, quantitative, technical, and asset allocation analysis in managing client accounts. The firm does not charge performance-based fees and does not accept fees based on capital gains. Clients have the option to place reasonable restrictions on their investments. The firm's Code of Ethics ensures fair and ethical conduct, with a focus on client interests. Clients have access to their accounts through Schwab and Fidelity, the firm's custodians, which provide various services and benefits. The firm discloses conflicts of interest related to client referrals and custodial services. Financial information is not provided as the firm does not require prepayment exceeding specified limits and has a sound financial condition.