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Corporate Profile
McMannama & Associates, Inc. is a Registered Investment Advisory firm. The firm began operations in September, 1984. The sole owner and control person of McMannama & Associates, Inc. is John W. McMannama. McMannama & Associates provides professional investment management to corporations, foundations and individual clients. Advisory services provided to corporate clients include management of employee benefit plans, corporate investment accounts, cash management, and executive investment counseling. Advisory services provided to foundations include management of investment accounts and cash management. Advisory services provided to individual clients include IRAs, Roth IRAs, trusts and individual accounts. Advisory Business Description Our investment management services involve providing clients with on-going supervision over their accounts. This means we will continuously monitor a client's account and make trades in client accounts when necessary. Through this service, McMannama & Associates, Inc. implements a customized and individualized investment program for clients by applying our investment strategy and philosophy. Investment management services are provided through accounts owned by the client and held at a qualified custodian which will maintain physical custody of the client's funds and securities. You must designate McMannama & Associates, Inc. as your investment advisor on the accounts you would like McMannama & Associates, Inc. to manage. McMannama & Associates, Inc. will be granted limited power-of-attorney on the account to execute trades within the account and (when agreed to by the client) deduct the appropriate McMannama & Associates, Inc. advisory fee from the account. Please refer to our Form ADV (Part II) for more information on McMannama & Associate's Inc. business practices. |
McMannama & Associates, Inc.444 Regency Parkway Drive, Suite 103
Omaha, Nebraska 68114 Office(402) 493-6300 Fax (402) 493-6930 Email: contactus@mcmannama.com |
