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.  Our firm is paid a flat fee to provide investment advice to clients. In addition to many years of experience managing fixed income portfolios for institutional clients, our portfolio managers have all passed a Series 65 exam, which tests one’s knowledge of how to help a client invest and operate under a fiduciary standard.  This is a higher standard than the "suitability" standard to which brokers are held.  Our firm requires portfolio managers to act in our clients’ best interests, and disclose to them all conflicts of interest.  We measure our success by assets under management (AUM).  When our clients do well, we do well.  We don’t have to move inventory and we don’t ever work on commission.