Professional Focus and Services

Manning & Associates Financial Services is a fee-only financial planning and investment management firm that specializes in SRI issues. Our advice is completely tailored to our clients, their needs and their values. As a fee-only firm, you can be assured that our loyalty is 100% to you—the client.

What we do:

Wealth Management. Investment, tax, and estate planning are coordinated in a values-driven comprehensive plan. Our comprehensive wealth management service alleviates your concerns about finances.

Asset Allocation. A proper mix of assets ensures you are broadly diversified and not subject to risk because of a concentrated position or over-weighting in a particular industry sector or style of investment. We work within the parameters established in your Investment Policy Statement.

Gifting Strategies. You and your family (or a charitable organization) will realize the full benefit of gifting strategies. Using trusts and insurance, we allow you to take full advantage of your lifetime gift exemption and annual gift-tax exclusions to benefit your loved ones or causes you are passionate about.

Estate Planning. You probably need more than a will to distribute your estate the way you want. Estate planning is essential to minimize potential taxes and fees and maximize wealth distribution. Together, we’ll determine what is right for you and either work with your attorney or refer you to our professionals to put your plan into effect.

Miscellaneous Issues. Manning & Associates can also address various other aspects concerning your financial resources. Whether it is only a “second opinion” or a full analysis of your risk exposure, we are here to help.

Professional Affiliations

• First Affirmative Financial Network, LLC
• Social Investment Forum
• The Sierra Club
• Co-op America
• Financial Planning Association

Education and Experience

After spending 15 years as a financial and accounting manager in the corporate world, Chris founded Manning & Associates in 2002. The firm applies a socially responsible investment (SRI) discipline in making investment decisions and uses shareholder activism to support socially-conscious corporate behavior.

An active member of the SRI professional community, Chris is a member of Co-op America, which harnesses the economic power of consumers, businesses and investors to create social justice and environmentally-friendly solutions, and the Social Investment Forum, the national membership organization for professional SRI investment managers.

Chris received his Baccalaureate of Science in Accounting from the University of Houston in 1994. He completed coursework at Rice University to be a licensed Certified Financial Planner™ practitioner, and he is enrolled in classes for receiving the Chartered Financial Analyst designation.

Community Involvement

Chris lives in Houston with his wife Diane. He is an active member in local organizations that promote socially conscious principles. Chris applies the values of the socially responsible movement to his business, ensuring clients always receive advice that is in their best interest and benefit from a relationship built on trust.

Personal Notes

We can no longer ignore that we live in a world of scarce resources in which the interdependence of nations is growing. The decisions we choose to make today will not only affect us, but future generations to come. Be a part of helping us change the world.

Disclaimer
Christopher Manning subscribes to a package of professional services offered by First Affirmative Financial Network, LLC (FAFN). He is not an investment advisory representative of FAFN. Manning & Associates Financial Services is not a Registered Investment Advisor with the SEC.Back to Top

The credential(s) CFP®, AIF® listed above page bear trademarks; for technical reasons, trademarks are not shown above. We appreciate your understanding in this matter.