About Morton
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.
News and Research
Contact Us
Phone: (818) 222-4727
Fax: (818) 222-8457
Jeffrey Sarti Featured in Forbes article on How to Invest Your Money In Q4
/in Uncategorized /by adminSeptember’s stock market sell off either created tremendous opportunities to put money to work at lower prices or alerted active investors to position their portfolios defensively for a deeper correction. To find out how you should invest your money in the fourth quarter, I assembled a panel of Barron’s-ranked financial advisors to share their best mutual […]
Market Overview August 2015
/in Uncategorized /by admin“In the world of investing, being correct about something isn’t at all synonymous with being proved correct right away.” – Howard Marks, Oaktree Capital The global equity markets have been in full retreat since China devalued its currency (CNY) relative to the U.S. dollar (USD) on August 11th. Since then, more than $5 trillion has […]
The Case for Gold in an Uncertain World
/in Uncategorized /by adminIn this position paper, we will discuss our rationale for instituting a position in gold across our clients’ portfolios. There are many opposing viewpoints about owning gold in a diversified portfolio. We will look to address these countering points of view and explore how the current macro landscape makes the rationale for owning gold more […]
A Hybrid Approach to Active vs. Passive Investing
/in Uncategorized /by adminThe investing world has changed dramatically since the credit crisis. Technological advances have continued to reduce trading costs in the equity markets and global central banks have embarked on and sustained zero-interest-rate policies. According to Merrill Lynch, 83% of the world’s equity markets are currently supported by countries with such policies. From a historic perspective, […]
Jeffrey Sarti Featured In Financial Advisor Magazine – Alternatives: A Way To Lock In Historic Market Gains?
/in Uncategorized /by adminIn the summer of 1982, Duran Duran was atop the music charts, Leonid Brezhnev was still calling the shots in the Soviet Union, and the United States was just coming out of a decade-long economic slump. Back then, the S&P 500 stood at 105. Fast forward to 2015, and that market index has surged […]
Jeffrey Sarti Featured in Financial Advisor Magazine – When Researching Alternative Products, Look For ‘Red Flags,’ Experts Say
/in Uncategorized /by adminThe allure of alternative investments — potential gains that are uncorrelated with stock and bond price movements — is not without risks that investors need to be aware of, a panel of experts told advisors during a breakout session at the 6th Annual Inside Alternatives Conference in Denver. The event, sponsored by Financial Advisor […]
Financial Advisor Magazine names Meghan Pinchuk as one of their 10 young advisors to watch.
/in Uncategorized /by adminMeghan Pinchuk has known former pro baseball pitcher/financial advisory founder Lon Morton since she was 12 years old. He managed money for her grandfather and later hired Pinchuk’s father at his firm Morton Capital Management as COO in the 1990s. “He recruited me rather young,” she says. A great student without a clear direction (she […]
FT 300 Top Registered Investment Advisers
/in Uncategorized /by adminNEW YORK, June 18, 2015 – The Financial Times (FT) today released the Financial Times Top 300 Independent Registered Investment Advisers (RIA) of 2015. The ranking of top U.S. RIAs was developed in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The average FT 300 […]
“90% of what passes for brilliance or incompetence in investing is the ebb and flow of investment style.” – Jeremy Grantham, GMO
/in Uncategorized /by adminThe U.S. equity markets have far outpaced the international markets over the last few years. There are several reasons to explain the drivers behind this divergence in performance. The main driver, in our opinion, has been the aggressive monetary policies of the Federal Reserve (Fed) which has helped the U.S. economy recover faster than those […]
“If the policy is in error, expect a policy error.” – Tad Rivelle, CIO – TCW
/in Uncategorized /by adminOn several occasions in the past, we have articulated our belief that the U.S. equity and bond market valuations are stretched. We have also argued that Zero Interest Rate Policies (ZIRP), practiced by the U.S. Federal Reserve (Fed) and other global central banks since the credit crisis, have led to investors chasing higher yields and […]