h i s t o r y Founded in 1981. Registered Investment Advisors since 1983. In July 2006, the assets and name of Morton Capital Management were purchased by Pacific Capital Bank, N.A.. All principal members of the firm responsible for ongoing investment management services remained the same and continue to serve. m a n a g e m e n t Professional designations include CFA, JD, ChFC, CFP, and AIF. Principals have over 120 years of combined experience in financial services industry. a s s e t s   u n d e r   m a n a g e m e n t   a n d   c u s t o d y Over three quarters of a billion dollars of assets primarily held in custody at Charles Schwab & Co., Inc.*. Accounts custodied at Santa Barbara Bank and Trust and Charles Schwab & Company. c l i e n t s High-net-worth individuals, foundations, retirement plans and other institutional clients. Almost 150 of Morton Capital Management¹s clients have had business relationships with the firm¹s principals for 10-30 years.* i n v e s t m e n t   a p p r o a c h   We seek to add value through effective risk management techniques, active asset allocation and manager selection based on an ongoing assessment of each client’s needs, objectives and concerns. We look and invest beyond stocks and bonds. *as of 04/30/2010