Former minors player and advisor, Lon Morton, turns his back on traditional commission-based models and becomes a pioneer in the RIA workspace founding Morton Capital Management (MCM)
See, we were onto something in 83’. We garnered momentum with a movement to act in a client’s best interest by expanding our portfolios to include more types of investments than most client’s thought was possible
The 2008 crash left people hungry for a more diversified and trustworthy investment approach with an increased focus on personalized service. The team at Morton Capital Management was in their element and ready to find opportunities and add more slices to our portfolio pie
Following MCM’s sale to Pacific Capital Bancorp in 2006, Founder Lon Morton decides it’s time to buy his company back, but hand over the reins to the next generation - Jeff Sarti and Meghan Pinchuk takeover as the leaders of Morton Capital. With a team of 15 on deck, they set sail to give their clients more. More personalized service, more diversification, more support
As they say, “The whole is greater than the sum of its parts.” More expertise from more team members continued to elevate the client experience. We expanded our financial planning offering and became determined to support our clients in all areas of their financial life
A year of monumental global change, it was time to man the life rafts, listen, and stay close. Physically distanced, socially together became our mantra and we forged even closer bonds and broadened our reach to help further support the community. Our digital footprint deepened, we grew to 45 team members, and we mastered looking inward at the same time as looking outward.
The pandemic opened our eyes to the many ways we could make a positive societal impact. Lighting our torch of education, we began serving our clients, community, company, and team with the mission of empowering better investors
We spent time reflecting on our mission and realized that the word “capital” didn’t describe the full value we want to bring to our clients. Our vision has grown to impact our clients’ lives more meaningfully by offering broader financial planning and investment services.
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.
Most investors are limited to stocks and bonds because that’s what’s simple to access and it’s all they know. But there’s a whole world of other investments out there that can add tremendous value if you know how to find and evaluate them. That’s where we come in. We diversify portfolios through a variety of different asset classes beyond stocks and bonds that give our clients more tools to achieve their goals.
We take numerous factors into account when it comes to designing portfolios: not only each individual’s personal situation and goals, but also the factors that tend to be out of our control – like the stock market, politics or the global economy. While they may seem more complex, alternative investments can often be more straightforward and not necessarily subject to all those same factors that are beyond our control. By diversifying into asset classes like real estate, asset-based lending and royalty income streams, we believe our clients’ portfolios will be more resilient and consistent through market swings.
Our starting point in considering any investment is an evaluation of risk. We favor investments with strong downside risk protection where we feel we are being well-compensated for the risk being taken.
We aim to source alternative investments with varied return drivers that should not move up and down in lockstep with traditional assets. If everything in a portfolio is moving up or down at the same time then it is not truly diversified.
We believe that cash flow is an important indicator of an investment’s health. We target investments that “pay along the way” so that our investors can get the cash flow they need to provide for their lifestyles and goals.
