Our CEO, Jeff Sarti, was featured at Charles Schwab’s virtual IMPACT conference. Thousands of investment advisory professionals gathered remotely to learn how to think differently about the issues that matter most to their practices. This year Schwab highlighted four firms based on the impact they are making in the industry. In a year that has brought so much change, we are honored to be chosen.
Watch the video below as Jeff shares his personal thoughts on serving our clients during these uncertain times.
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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 the correct economic season is vital.
Why real estate investments allow people to be more conservative if necessary.
How they include real estate as assets under management at Morton Capital.
Why diversifying portfolios is important for people who are investing.
Thank you to Kevin and Seth for allowing us to share this segment of your podcast. We encourage listeners to head to MarketDominationLLC.com to hear more insightful episodes of Sharkprenuer episodes.
About the Podcast:
The Sharkpreneur Podcast was founded by Kevin Harrington and Seth Greene. On the podcast, Kevin and Seth interview SharkPreneurs who share straight talk on what it takes to explode your business.
About the Hosts:
Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales.
Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer Of The Year Nominee, and the founder of http://www.MarketDominationLLC.com
Information contained herein is provided for educational purposes only, and should not be taken as a recommendation, offer or solicitation to buy or sell any individual security or asset class. The views expressed are those of the author and are subject to change without notice.
Certain private investment opportunities may only be available to eligible clients and can only be made after careful review and completion of applicable offering documents. Private investments are speculative and involve a high degree of risk. References to specific investments and performance information contained herein are for illustrative purposes only. This is not a representation that the investments described are suitable or appropriate for any person.
Winners of InvestmentNews’ Best Places to Work are selected based on surveys voluntarily completed by employees and employers of participating firms. Scores from the employee survey represent three quarters of the weight of the final rankings. To be eligible for the award firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. Firms do not pay a fee to participate in the survey process or rankings.
Past performance is not indicative of future results. All investments involve risk including the loss of principal. Details on MC’s advisory services, fees and investment strategies, including a summary of risks surrounding the strategies, can be found in our Form ADV Part 2A. A copy may be obtained atwww.adviserinfo.sec.gov.
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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.