Founded in 1964, First Manhattan Co. provides professional investment management services to individuals, partnerships, trusts, and financial institutions. Clients work directly with a Portfolio Manager who provides unbiased investment decisions guided by a strong network of in-house research analysts. The firm’s primary goal is building and managing individual portfolios with a focus toward long-term capital appreciation.
The First Manhattan Co. mobile application provides users with access to the following:
• Positions and Balances
• Asset Allocation
• Quarterly Evaluations
• Monthly Statements
• Traded Confirmations
• Annual Tax Documents (i.e. – 1099, 5498, etc.)