Moreton Asset Management, LLC is an employee owned firm. Our firm does not carry inventory and is not beholden to any financial institution. Our independence allows us to be nimble in changing markets.
Our firm strives to provide transparency throughout the entire investment process. With detailed online reports, flat-fee pricing, and regular face to face account reviews, we provide our clients with the necessary tools and expertise to succeed.
Our team of fixed-income professionals has developed a trusted relationship with our clients. These include cities, counties, school districts, special districts, corporations, credit unions, and non-profits.