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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

Introducing Brian Mann, Wealth Advisor
Quarterly Commentary – Q4 2020
5 Untold Truths of Acting in Your Clients’ Best Interest

Contact Us

Phone: (818) 222-4727
Fax: (818) 222-8457

Email: clientservices@mortoncapital.com

27200 Agoura Road, Suite 200,
Calabasas, CA 91301

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