Five Star award winner J. Lawrence Manley, Jr.

PROFESSIONAL PROFILE

Contact Me

J. Lawrence Manley, Jr.

Managing Member

Manley Capital Management, LLC

PO Box 187

Far Hills, NJ 7931

Office: 908-263-7651

lmanley@manleycapital.com
www.manleycapital.com

Professional Approach

My Goal is to Help You Retire Well.

As an investment advisor with more than twenty-five years of investing experience, I have always had a passion for investing and have been lucky enough to spend nearly 25 years managing investment portfolios for pension funds, endowments, and high-net-worth families.

In my experience, there are two major obstacles preventing individuals from reaching their investment goals: Wall Street and Human Nature. Individually, each obstacle is formidable but when these two forces are combined, it nearly impossible for many to reach their investment goals of a comfortable retirement, improved living standard or providing a family and/or charitable legacy.

In my view "Wall Street" continues to"

Employ many questionable practices, fraught with conflicts of interest
Rely on antiquated investment theories (Efficient Markets, MPT)
Charge too much for poor performance and/or advice

Additionally, while most investors are aware that human nature and emotions (fear and greed, and fight or flight) impact their investment decisions, in the past ten to twenty years, research in behavioral finance has led to a better understanding of how investors make decisions.

This research has revealed that humans have many cognitive biases (mental shortcuts) that were hard wired into our DNA 10,000 years ago. While these biases helped our ancestors survive, evolve and prosper, today, they negatively impact our decision-making process, especially regarding financial decisions. While most economists and academics believe individuals and markets are always rational and efficient, we are confident that human nature negatively impacts our financial decisions and investors need a strategy to overcome:

Fear and Greed, and Fight or Flight
Herd Mentality, Gamblers Fallacy, and Linear Thinking
Loss Aversion (not risk-averse), Sunk Cost Effect and Endowment Effect
Attribution Bias, Confirmation Bias, Outcome Bias, and Recency Bias

I founded Manley Capital Management, LLC to help you overcome these investment obstacles and Retire Well.

See Accomplishments

This award was issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/16/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6210 New Jersey-area wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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The material on this website is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. All investments contain risk.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.