Westlake Village, Calif. – Robert Katch, president of Manchester Financial – a wealth management firm specializing in private banking, investment counsel, and tax and insurance guidance – has just been named a Master Elite Advisor for the Ed Slott Elite IRA Advisor Group.
Ed Slott is a registry that helps people locate their region’s top financial advisors. Their Elite IRA Advisor Group selects only the top one percent of advisors in the country, putting Katch in an esteemed group of experts who have helped countless people nationwide navigate the changes to Roth and Roth IRAs.
“I am honored to receive this distinction from such a nationally renowned and trusted organization as Ed Slott,” says Katch. “Manchester sets out to deliver a high standard of service for our clients, and we want to continue to provide the best advice in times when issues like the Roth are so important to financial well being.”
Katch founded Manchester Financial in 1990 while serving as Pepperdine University’s Associate Treasurer, where he was responsible for the University’s corporate finance function, including cash and debt management. He also managed the institution’s $250 million investment portfolio, covering asset allocation, portfolio analysis, manager evaluation and in-house investments for donors. Katch was an Adjunct Professor at Pepperdine from 1991 to 2003, teaching investment, accounting and finance courses for the university’s undergraduate and graduate programs.
To learn more about Manchester Financial or to schedule a complimentary evaluation with Robert Katch, please call (805) 495-4405. For more information on Ed Slott’s certifications, log on to irahelp.com.
ABOUT MANCHESTER FINANCIAL
Manchester Financial specializes in wealth management services, offering guidance with private banking, investments, trust and estate, and tax and insurance, working alongside CPAs, insurance agents, or other existing banking relationships to help provide sound financial advice. Since 1990, Manchester has been providing assistance to a wide variety of clients in Ventura County and beyond. For more information, log on to www.mfinvest.com.