INVESTMENT PHILOSOPHY

Investment Philosophy

Four Cornerstones

Of The Moreton Approach

All accounts and assets are safekept through an independent third party custodian.
Client Retains ownership 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, for whom safety is a top priority.

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.

Moreton is an SEC-registered investment advisory firm.*
Bloomberg technology support.
Portfolios are custom-tailored to each client's risk tolerance and liquidity needs.
Dynamic compliance software helps ensure adherence to investment policy guidelines.
Investment policy statement is regularly reviewed and compared to portfolio composition.

*Registration with the SEC does not imply a certain level of skill or training

A team of fixed-income professionals with decades of combined institutional portfolio management experience.
Portfolio Managers have experience managing funds in several states for municipalities, credit unions, community banks, corporations, and non-profits.

Moreton Asset Management is an affiliate of Moreton & Company, an insurance broker, through which commercial insurance products and employee benefit plans are offered.

Investment products and services offered by or through MAM are not deposits or other obligations of, or guaranteed by MAM or any of its affiliates; nor federally insured by the FDIC, the Federal Reserve Board, or any other federal, state, or municipal governmental entity, and may be subject to investment risks, including the possible loss of principal. Past performance is not indicative of future results.

The Goldman Sachs 10,000 Small Businesses is a program to help entrepreneurs create jobs and economic opportunity by providing access to education, capital and business support services. To be selected as a Goldman Sachs 10,000 Small Business, members must participate in and complete a 12 week program that emphasizes business growth. There is no cost to participate in the program and the curriculum focuses on practical business skills that can be immediately applied by small and medium size business owners, including negotiation, marketing, and employee management. Thousands of business owners from numerous industries across all 50 states have graduated from the program. It is unknown how many or what percentage of investment advisers participate in the Goldman Sachs 10,000 Small Businesses program. Participation in the program does not imply a certain level of skill or expertise, is not indicative of our firm’s future success or performance, and may not be representative of any one client’s experience. Client experiences with our firm, including the returns they earn, will differ.

801.869.4200 ◦ 40 North 100 East, Farmington, UT 84025 (P.O. Box 280) ◦ Privacy Policy/Filings powered by Covert Labs

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