We are wealth advisors who provide objective advice based solely on your best interests.
to you and your family's best interests.
Morton Capital Management is a fee-only registered investment advisor founded in 1983 on the principles of objectivity and independence. We have a long history of flexibility and a willingness to “go anywhere” in the investment universe to unlock value for our clients. We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. As of December 31, 2017, we manage $1.828 billion for over 800 families and institutions. Of those relationships, over 25% exceed a decade in length.
Our strength is our people. We have assembled a seasoned team of professionals and advisors to help guide clients through turbulent markets and solve complex problems. Our investment philosophy and innovative approach to risk management has been derived from our long-term experience through multiple market cycles.
We have offices in Calabasas and Santa Barbara, California.
Barron’s Top 100 Independent Financial Advisors (2007 – 2008 and 2010-2016)
Barron’s rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula used by Barron’s to rank advisors is proprietary to Barron’s. It has three major components: each advisor’s assets under management, revenue generated for the advisors’ firms and the quality of advisors’ practices. The quality of practice component includes an evaluation of each advisor’s regulatory record. Only advisors who submitted information are included for consideration, and investment returns are not a component of the rankings. These ratings are not representative of any one client’s experience. The rating is not indicative of the Morton Capital’s future performance, nor does it predict any potential investment outcomes. Morton Capital does not pay a fee to Barron’s in exchange for the rating. Morton Capital was not included in the Barron’s rankings in 2009.