Morton Capital CEO Jeff Sarti joined host Seth Greene on the Sharkprenuer podcast this week to talk about growing Morton Capital to $2 billion in assets under management. Here are some of the key takeaways from this podcast: Why people should view their wealth as more than just a number. How building a portfolio for […]
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When I became a mom, I always thought I would be teaching my kids things, not the other way around, especially when it comes to what I do for a living. But as they say—out of the mouth of babes. . . . One morning recently, I was anxious to take the kids to my […]
I like to read historical literary texts as well as their inventive modern reinterpretations. Both sets pose questions that don’t go out of style: Who are we as a society? What do we value? What should we teach our children? How do we know what we know? My book stack offers a few examples… […]
I am fascinated by the markets and all things related to investing. I have always enjoyed solving puzzles and various brainteasers. I enjoy deep-thinking games and activities that involve a constant change of information. One of my favorite games to play is poker. I love the game for the challenge it presents—playing the cards, playing […]
Do you remember the time before cell phones, computers, or even televisions? The generation who might answer “no” to this question, Generation Z, categorized as those born between the years of 1997 and 2015, is also known as the “Smartphone Generation.” According to a 2018 Pew Research Center survey, 95% of 13- to 17-year-olds have […]
Gold is making headlines in 2020, as its performance leads most other asset classes year-to-date and investors are starting to take notice. In particular, Warren Buffet’s recent purchase of a gold mining stock has caught the attention of the media. Those who only think of gold as a “safe-haven” investment have been surprised by its […]
Our Investment Philosophy The last several months have been extraordinary to say the least and there are still so many unknowns in terms of the financial markets, our economy, and what our world will look like post-pandemic. As a firm, we have undoubtedly adapted how we communicate with our team, other business professionals, and our […]
Michael Kitces sat down with our own Stacey McKinnon on his Financial Advisor Success podcast to discuss: Morton’s non-traditional approach to hiring talent from outside the financial services industry to grow and scale. How Stacey has developed hiring practices to spot talent from outside the industry. The in-depth interview process that Morton Capital uses to […]
While 2020 may seem like a difficult time to be a business owner, there are hidden opportunities to grow in the chaos, especially if you think of opportunity as the ability to make positive changes in your business regardless of what’s going on around you. Below are five things that every business owner should consider […]
As businesses prepare for a return to work in the coming month, one of the most important questions that every leader must be ready to address is: How do we operate differently to ensure that our people are still engaged and motivated? Beyond questions surrounding how to resume regular operations, we must first consider how […]
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, 2020, we manage $2.2 billion for over 1000 client households. Of those relationships, over 25% exceed a decade in length.