Morton Capital Management is an SEC registered investment adviser and may only render investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Registration with the SEC and/or other jurisdictions does not imply any level of skill or training. We are providing this website for informational purposes only and it should not be considered investment advice or a recommendation to buy or sell any types of securities. Additional information regarding Morton Capital Management, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.
CMFC® – Chartered Mutual Fund CounselorSM – This is a professional designation related to mutual funds. In order to earn a CMFC®, a financial professional must take and pass all required courses for the designation, pass the examination, and meet continuing education requirements.
CPWA®- Certified Private Wealth Advisor® – This is a professional designation related to advanced financial planning. In order to earn a CPWA®, a financial professional must take and pass all required courses for the designation on a variety of wealth management topics, adhere to a code of ethics, and meet continuing education requirements.