Active Asset Allocation with Expertise in Alternative Investments
Morton Capital Management, a registered investment advisor with over $1 billion of assets under management* is a wealth management firm specializing in customized tactical asset allocation using non-traditional alternative investments. Founded in 1981, we bring over 120 years of combined experience to our work with high-net-worth clients, foundations, endowments, and companies with qualified retirement plans.
We owe much of our success to the continuing loyalty of our clients. As of June 2012, MCM had the privilege of serving nearly 700 client relationships. Of those relationships, over 25% exceed a decade in length. We seek to add value through our active approach to investment management and our expertise integrating alternative investments into their portfolios.
We invest beyond stocks and bonds to pursue our philosophy of effective risk management and active asset allocation. What results is an investment portfolio individually tailored to each client and globally diversified using a multi-asset, multi-style, multi-manager methodology that we believe minimizes investment risk.
Our clients also value the objectivity we bring as fee-only registered investment advisors. Morton Capital Management is compensated only on the services we provide our clients, not for any investment that we recommend.
In December of 2012, Santa Barbara Bank and Trust, the parent of Morton Capital Management, was acquired by Union Bank, N.A. Concurrently, Morton Capital Management became a wholly-owned subsidiary of Union Bank, N.A.
Union Bank is a wholly-owned subsidiary of UnionBanCal Corporation, which, as part of this transaction, acquired Pacific Capital Bancorp, the former parent of Santa Barbara Bank and Trust.
No changes have been made to the firm's advisory team or services as a result of the merger, which made available to the firm even greater investment research and resources through Union Bank and its investment affiliates.
As a practical matter, our day-to-day operations are expected to remain the same, and your account will continue to be managed as it is now by the same dedicated team of investment professionals, though now buttressed by even greater investment research
and resources available to us through Union Bank and its investment affiliates.
With a home office in the San Fernando Valley and another in New York, we serve clients across the greater Los Angeles area, Southern California, and the entire United States.
*as of 06/01/2012