Lon Morton swings for the fences when he forms Morton Capital Management after leaving his first career as a minor league baseball player. Walking away from traditional commission-based models, Lon quickly becomes a leader in the financial advisory industry by providing conflict-free advice.
Momentum is swelling. Our commitment to prioritizing the client’s best interest and portfolios that include alternative investments draws enthusiasm and creates meaningful impact.
The trust of our clients allows us to grow and manage $760 million in clients’ wealth. The year 2008 left people hungry for exactly what Morton Capital Management was known for: personalized service and a more diversified and trustworthy investment approach.
Founder Lon Morton hands over the company and the reins of Morton Capital to the next generation: Jeff Sarti and Meghan Pinchuk. This mighty team charts a course focused on client relationships, investment diversification, and excellent client support.
We launch a new offering—financial planning—and significantly grow our team. This team brings the planning expertise necessary to arrange all the pieces of a client’s financial puzzle.
We hit the reset button with a defining rebrand, harnessing our pioneering spirit and taking the best from our past while creating a vision for our future that is committed to our team, our clients, and the community at large.
A year of monumental global change, it is time to listen and stay connected. Physically distanced, socially together becomes our mantra and we forge even closer bonds and broaden our reach to help further support the community. We master looking inward at the same time as looking outward. Our footprint deepens as we grow to 45 team members and 1000+ client relationships and manage over $2B in client wealth.
The pandemic opens our eyes to the many ways we can make a positive societal impact. Lighting our MC torch of education, we pledge to serve our clients, community, company, and team with the mission of empowering better investors.
Our starting point in considering any investment is an evaluation of risk. We favor investments with strong downside risk protection and prioritize potential returns that justify the risk.
We believe traditional stocks and bonds no longer provide adequate diversification benefits. In an effort to truly mitigate risk in a portfolio, we source investments with varied return drivers that should not move up and down in lockstep with traditional assets.
We target investments that “pay along the way” so that our investors can get the cash flow they need to provide for their lifestyle and goals.
Your financial goals will feel meaningful when they align with your vision and core values. When you’re engaged in this process, you’ll feel inspired to get the most life out of your wealth.
We believe that investing starts with investing in yourself. More thoughtful and intentional decisions come when you know what a wealthy life uniquely means for you and your loved ones.
There are a multitude of factors that can impact a financial plan and educating yourself on what you can (and can’t) control is paramount to your success. An ongoing pursuit of financial knowledge is essential to help you more confidently achieve your long-term goals.
