Moreton Asset Management was founded on the core belief that investment advice should not be influenced by commissions or the desire to sell product inventory.

Moreton Asset Management is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and we do not act as an agent between buyers and sellers of bonds.  We endeavor to align our interests with the interests of our clients and to avoid certain conflicts of interest by providing investment advice for a flat fee instead of a mark-up or commission.  Because we are independent from other institutions, we aren't rewarded by pushing inventory or churning accounts because we hold no inventory and never work on commission.

In addition to many years of experience managing fixed income portfolios for institutional clients, our portfolio managers are all securities licensed and operate under a fiduciary standard.  Our firm requires portfolio managers to act in our clients’ best interests, and to disclose conflicts of interest.  We measure our success by assets under management (AUM).  When our clients do well, we do well.