Our Company

Our Story

Before founding Manchester Financial in 1990, our President and Chief Investment Officer Robert J. Katch served as the Associate Treasurer of Pepperdine University for seven years. Prior to that, he worked at the “Big 8” accounting firm of Arthur Young and Company in Los Angeles in its Mergers & Acquisitions and International Corporate Taxation groups.

Robert’s passion to start Manchester Financial arose from his belief that financial planning and investment management could be more efficient and personalized than what he was seeing in the industry. He set off to help his clients benefit from the massively superior approach of institutional investors that was unavailable to individuals through the retail investment channels such as banks and brokerage firms.

Now, Manchester Financial continues to provide clients with savvy financial planning and astute portfolio management that are custom-designed to suit their specific situation and unique goals.

Even as we grow and improve, we remain focused on our core deliverable of protecting and growing our clients’ lifestyles. We accomplish this by applying our decades of experience, knowledge, and wisdom to every decision we make.

As We Grow, We Nurture Our Community

We believe in giving back through both our time and money. Since 1990, Manchester Financial advisors and staff have been active in a wide variety of charitable, philanthropic, and community causes, including:

Community causes:

T.O. Westlake Chamber of Commerce

Ventura County Community Foundation

Community Conscious


Cal Lutheran University

Pepperdine University

Arts and athletics:

Alliance for the Arts

Associated Baseball Development Group

The troops:

America Supporting Americans

101st Screaming Eagles Tactical Base (Gamberi, Afghanistan)

Young and old alike:

Boys & Girls Clubs

Dream Weavers

Senior Concerns

Those who are suffering:

Cancer Support Community Westlake

Go Red For Women

Give us a call at 800-492-1107 today


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