General Disclosures
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.
Professional Designations:
CFA® – Chartered Financial Analyst® – This is a professional designation related to financial planning. In order to earn a CFA®, a financial professional must have four years of previous experience, take and pass the required courses in a variety of financial planning areas, and pass all required examinations. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP® – Certified Financial PlannerTM – This is a professional designation related to financial planning. In order to earn a CFP® designation, a financial professional must have a bachelor’s degree and three years of previous experience, complete the education requirements of the CFP® Board, pass the CFP® exam, and meet continuing education requirements.
ChFC® – Chartered Financial Consultant® – This is a professional designation related to financial planning. In order to earn a ChFC®, a financial professional must have three years of previous experience, take and pass nine courses in a variety of financial planning areas, and meet continuing education requirements.
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.
CEPA®- Certified Exit Planning Advisor® – This is a professional designation related to providing advice to transitioning business owners. In order to earn a CEPA®, a professional must meet applicable professional and educational criteria, take and pass all required courses for the designation on a variety of topics relevant to business exit planning, and meet continuing education requirements.