Viewpoints

Information and education are essential parts of the client experience.
We provide resources and insights to keep you informed.

A Charitable Approach : Building a Perpetuating Legacy

Manchester Capital Management's Senior Wealth Managers, Brian Vogel and Morgan Roberts discuss how they help wealthy families make informed decisions...

07.17.2024

A Window in the Real Estate Market 

Timing the market, even with a slower-moving asset class like privately-held real estate, is tricky business. It is easy to look back and regret not...

Investing in Preservation

Herd of elk graze in pasture on the outskirts of Whitefish, Montana, USA. By Danita Delimont, Adobe Stock Images. Perusing our website, you...

Why Presidential Elections Don’t Affect Markets

Intuitively, it seems that Presidential elections must affect markets. After all, markets prefer stability and predictability, and Presidential...

Patience on Lower Interest Rates

The Federal Reserve finished their latest Federal Open Market Committee (FOMC) meeting on June 12th and as expected, held the benchmark interest rate...

MCM Webinars – Gaining an Edge: Emerging Trends in Private Markets

MCM Managing Director Christine Kaming Tomas facilitates a conversation with Managing Director of Investment Research Bart Earley, CFA and Senior...

Beyond Financial Planning: The Vital Importance of Life Care and Health Care Planning

Financial planning is just one piece of the puzzle for families of significant wealth when it comes to protecting and preserving their legacy. With a...

Family Money

A consistent request from almost all families Manchester has served over the last thirty years is for guidance on how to talk about money. Both...

Nuclear Energy 2.0: A Discussion about the Technologies Driving the New Sustainable Energy Solution

Manchester Capital's Managing Director, Christine Kaming Tomas recently sat down with Rabbi Yechezkel "Zeke" Moskowitz, a third-generation business...

Beyond Money: The Emotional Side of Investing

Investing is more than a financial exercise. The most seasoned investor feels a twinge of fear and concern when volatile markets react negatively to...

The Geopolitics of Business and Investment

Manchester Capital’s Managing Director, Christine Kaming Tomas, sat down with Sam Gyimah, Geopolitics of Business podcast host and former UK...

Don’t Break the Glass

As we analyze the global situation in early 2024, a mosaic of complex geopolitical events unfolds, each with potential ramifications for the global...

FOR IMMEDIATE RELEASE – MANCHESTER CAPITAL MANAGEMENT LLC IS PLEASED TO ANNOUNCE APPOINTMENT OF SUSAN W. SOFRONAS AS MANAGING DIRECTOR, HEAD OF WEST COAST ACTIVITIES 

Susan Sofronas 2024 [MONTECITO, CA, January 10, 2024] — Manchester Capital Management LLC, a leading private family wealth office in the...