Executive Director and Financial Advisor, Justin McCurdy, CFP® was featured in Shondaland discussing financial goals and benchmarks for investors to strive for in each decade of life. From eliminating debt in your 20’s to gaining financial freedom in your 60’s, creating a proper retirement roadmap is key to being financially successful long-term.

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The IRS recently announced an inflation adjustment for the 2023 tax year, and Elliott Brack, CPA, Managing Director of Tax Services, spoke with Financial Planning about tax-saving scenarios that can result from this adjustment.  

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CEO and Founding Principal, Lorenzo Esparza, was featured in the latest episode of VanEck Trends with Benefits hosted by Edward Lopez. Lorenzo discusses Manhattan West’s overall vision and growth investment approach, and provides an overview of the strategic and unique mix of asset classes the firm is pursing in current market conditions.

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Founding Partner and Financial Advisor, Angie Spielman, speaks to Family Wealth Report to discuss Manhattan West’s alternative investment strategy, her work with women who have recently experienced a liquidity event, and the firm’s unique approach to in-house investment management.  
 
“We offer a highly personalized method of portfolio design and creation. We spend time understanding each client’s specific goals and objectives. This enables us to design a customized portfolio for each client based on their time horizon, risk profile, and financial objectives. What differentiates us is the diversity of our team.”
 
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Managing Director, Francois Maximilian Schramek, recently spoke with Wealth Solutions Report to address why investors should consider adding alternative investments to their portfolios.
 
“Private markets offer the potential of attractive investment returns for those willing to roll up their sleeves and do the work. Manhattan West believes in finding those opportunities and investing its capital in well underwritten deals, for not only its own benefit but also the benefit of the clients and families the company advises.”
 
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Executive Director and Financial Advisor, Justin McCurdy, CFP®, recently spoke with Money Magazine to discuss why September is historically the worst month for stocks. He believes investors shouldn’t change their strategy because of seasonal anomalies and advises that portfolio changes should occur only if your current strategy no longer fits with your financial plan and risk tolerance, not because of historical market trends.

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CEO and Founding Principal, Lorenzo Esparza, recently joined the Alt Goes Mainstream podcast to discuss the transformation of the wealth management industry, how Manhattan West is providing high-net-worth clients unique access to alternative investments and the ways technology is making alternatives more accessible.

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Adam Norvell, Managing Director of Real Estate, recently talked to the LA Business Journal about Manhattan West’s recent acquisition of 801-809 N. Alvarado St. and 900-908 N. Alvarado St and its plans to develop two multifamily properties totaling 102 units in Echo Park.

“Echo Park has been thriving over recent years due in part to its convenient location to a number of employment centers, expanding base of trendy local restaurants and shops, and diverse community of artists, musicians and other creatives…We’re in an environment that we’re in desperate need of housing. Manhattan West is excited to be a part of the solution by creating more housing. We want to build this and we want to own it indefinitely. We’re a fully vertically integrated company in that we manage all of our properties in-house. We want folks to love our buildings and stay there long term.”

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While many investors are fearful of a recession and the potential ramifications for their portfolios, Founding Partner, Angie Spielman, told Financial Planning she believes the bulk of the impact of this inflationary environment is already priced into the market. Manhattan West’s view that a third of your portfolio should include alternative investments, depending on your risk profile and your investment horizon, has enabled our clients to weather the storm of volatility this year.

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