Four Cornerstones Of The Moreton Approach

Security: 

  • Approach is safe and innovative through a third party custodian.
  • Client Retains ownership and control of all assets.
  • Portfolio securities are selected from inventories of several brokers through bid/ask process.
  • Clients include: cities, counties, school districts, credit unions and corporations.
  • Team has thorough knowledge of the industry rules and regulations.

Transparency:

  • Detailed online reports that track, quantify and verify portfolio decisions.
  • Flat-fee pricing with NO commissions or other transaction costs.
  • Regular face-to-face account reviews.
  • Separate statements received from the custodian and asset manager.

Protection

  • Moreton is a registered investment advisory firm.
  • Bloomberg technology support.
  • Portfolios are custom-tailored to each client's risk tolerance and liquidity needs.
  • Audit process is cleaner through using enhanced compliance oversight.
  • Investment policy statement is regularly reviewed and compared to portfolio composition.

Expertise

  • An established firm with an experienced team of fixed income experts.
  • A trusted reputation and a track record we are proud of.
  • Over 50 years of combined experience in fixed income portfolio management.
  • Clients include: Cities, counties, school districts, special districts, credit unions, corporations, and non-profits.