Lunch & Learn

Wednesday, Mar. 2nd, 2022

12PM - 2PM

Please join us at Market Street Grill in Cottonwood Heights for a round table presentation/discussion about Credit Union investment portfolio ideas and investment portfolio construction.

We will include a historical analysis of all allowed asset classes and our best thinking investing in the current interest rate environment.

Deposits are high, and Interest rates are low. Many Credit Unions have been looking for investment portfolio strategy ideas and advice. We are a Registered Investment Advisor, and we manage funds for over 25 Credit Unions in the Mountain West.

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Market Street Grill & Oyster Bar

2985 E. Cottonwood Pkwy

Cottonwood Heights UT 84121

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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.

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