Access to Alternative Investments

 

As a wealth management firm, Morton Capital Management is a strong proponent of the use of alternative investments when allocating the assets of the portfolios we manage. By investing beyond stocks and bonds, we believe our active approach to asset allocation adds value to a client’s overall portfolio.

 

The use of hedge funds, structured notes, private equity, and real estate allows us to lower a portfolio’s correlation to the market. At the same time, we take a disciplined approach, using modern portfolio theory to identify segments that reflect opportunity. We call these opportunities "fat pitches" and look for world-class money managers to capitalize on them.

 

What results is an investment portfolio individually tailored to each client that is globally diversified using a multi-asset, multi-style, multi-manager methodology that we believe minimizes investment risk and adds tangible value.

 

Our experience also sets us apart. The wealth management advisors of Morton Capital Management have over 120 years of combined experience in the financial services industry. And, as a fee-only financial advisor, we are able to provide objective advice to our clients. We are paid only for the services we provide.