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, 2019, we manage $2.036 billion for over 980 families and institutions. Of those relationships, over 25% exceed a decade in length.
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Phone: (818) 222-4727
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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 […]