Morton Capital Management LLC, a registered investment advisor with over $1.4 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 December 31, 2013, MCM had the privilege of serving over 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.
With a home office in the San Fernando Valley we serve clients across the greater Los Angeles area, Southern California, and the entire United States.
*as of 12/31/2014