Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Regional independent wealth advisory firm focused on high-net-worth families and charitable clients, offering financial planning, investment management and retirement strategies. Manske Wealth Management emphasizes taxable-optimized portfolios, model-driven asset allocation and fee-based advisory relationships; typical clients are individuals, family offices and small institutions in the Midwest market.
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
Focuses on tax-aware, model-driven wealth management for high-net-worth families, family offices and charitable clients, prioritizing after-tax returns and sustainable income. Portfolios emphasize diversified multi-asset allocations, low-cost ETFs and active tax-management techniques (tax-loss harvesting, municipal integration) with liability- and retirement-income planning baked into allocation decisions. Capital deployment favors durable, liquid instruments and broadly diversified strategies calibrated to risk capacity and intergenerational goals; advisory relationships are fiduciary, fee-based and long-term oriented.
| Trades 1051 | Longs Won 780/1051 74% | Profit Factor 14.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $479,294.81 |
| Average Win $117,808.14 | Best Trade (Aug 14) $11.46M | Sharpe Ratio -9.88 |
| Average Loss -$23,870.15 | Worst Trade (Sep 02) -$539,056.56 | Z-Score 16.64 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $81,276.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 96,289 | $24.11M | $29.74M | - | $5.63M | 23.35% | -7.354% |
ABBV AbbVie Inc. | 1,869 | $336,530.56 | $469,006.86 | - | $132,476.3 | 39.37% | -2.513% |
ACN Accenture plc Class A | 1,722 | $515,527.94 | $285,714.24 | - | -$229,813.7 | -44.58% | +1.611% |
AMD Advanced Micro Devices, Inc. | 1,914 | $402,144.88 | $911,351.08 | - | $509,206.2 | 126.62% | -1.904% |
AMZN Amazon.com Inc | 51,356 | $10.92M | $13.95M | - | $3.03M | 27.75% | +15.321% |
AOM iShares Core 40/60 Moderate Allocation ETF | 42,011 | $1.83M | $2.06M | - | $236,435.13 | 12.95% | 0.0 |
APA APA Corporation | 9,196 | $223,288 | $343,194.72 | - | $119,906.72 | 53.7% | +2.725% |
ARKW ARK Next Generation Internet ETF | 5,569 | $601,340.23 | $762,061.96 | - | $160,721.73 | 26.73% | -1.02% |
AVGO Broadcom Inc. | 2,642 | $610,735.17 | $1.03M | - | $417,742.59 | 68.4% | +0.371% |
AXP American Express Company | 754 | $240,511.27 | $253,532.5 | - | $13,021.23 | 5.41% | -0.376% |
BAC Bank of America Corporation | 4,914 | $232,955.35 | $304,422.3 | - | $71,466.95 | 30.68% | +0.356% |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 98,758 | $2M | $2.36M | - | $361,113.19 | 18.04% | -0.209% |
BCS Barclays PLC Sponsored ADR | 35,771 | $475,396.7 | $983,702.5 | - | $508,305.8 | 106.92% | -0.722% |
BEN Franklin Resources Inc. | 10,638 | $216,817.01 | $360,202.68 | - | $143,385.67 | 66.13% | +2.08% |
BHP BHP Group Ltd. | 12,943 | $631,181.89 | $1.09M | - | $462,372.18 | 73.25% | -1.641% |
BLK BlackRock, Inc. | 399 | $403,924.67 | $435,065.61 | - | $31,140.94 | 7.71% | -0.727% |
BMY Bristol-Myers Squibb Company | 23,282 | $1.3M | $1.52M | - | $217,844.25 | 16.72% | +0.694% |
BND Vanguard Total Bond Market Index Fund | 3,544 | $255,497.03 | $255,983.12 | - | $486.09 | 0.19% | -0.262% |
BNDX Vanguard Total International Bond ETF | 54,214 | $2.65M | $2.59M | - | -$63,795.37 | -2.4% | -0.23% |
BNS Bank of Nova Scotia | 3,560 | $196,761.06 | $312,461.2 | - | $115,700.14 | 58.8% | -0.08% |