Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here. Mann Financial Group is registered to offer securities in the following states: AK, AZ, CA, CO, FL, MN, ND, NM, NY, SD, TN, TX, UT, WI, WY. Securities offered through Cantella & Co., Inc. Member FINRA/SIPC.

Financial Planners, Financial Advisors, Investments

Our Investment Approach

Our team's approach to asset allocation is focused on wealth preservation by controlling the overall exposure to risk in relation to global economic conditions, valuations and market psychology.


We provide analysis that helps investors take a more active form of defense and offense with their portfolios. In order to achieve these goals, we prefer a dynamic approach to asset allocation, reviewing the portfolio and making adjustments as conditions evolve, rather than staying with fixed allocations.


A disciplined internal process is at the center of our approach. We manage portfolios that range from fixed income to an aggressive assortment of emerging markets and natural resources. Our focus is to participate in rising markets and to help preserve assets in declining markets.

*Diversification and asset allocation do not assure a profit or protect against a loss. Investing involves risk. You can lose your principal. There is no assurance any strategy will be successful.