our mission is to
empower
better investors
Hear our story
I’d like to meet your team
I’d like to view your services
Explore our
timeline

E

x

p

l

o

r

e

t

h

e

d

e

f

i

n

i

n

g

m

o

m

e

n

t

s

t

h

a

t

h

a

v

e

s

h

a

p

e

d

w

h

o

w

e

a

r

e

t

o

d

a

y

.

'83

MCM was founded

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)

'90

Alternative investments become standard

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

'09

Surpassed 500 client relationships

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

'13

MCM becomes employee-owned

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

'14

A new team approach

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

'20

We rethink
communication

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.

'21

Our mission
became clear

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

'22

Morton Capital evolved into Morton Wealth

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.

Explore our timeline by tapping on the circles

Investment

Philosophy

Risk management

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.

True diversification

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.

Cash flow

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.

Planning

Principles

Define your purpose

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.

Invest in yourself

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.

Grow your knowledge

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.

OUR VALUES
Empowerment is the feeling our clients have when they truly understand the purpose behind their wealth.

Empowerment

trust

balance

dependability

clarity

inspiration

fiduciary

ingenuity

compassion

dedication

Empathy guides us as we build personalized solutions.

empathy

generosity

confidence

fun

goals

thoughtfulness

gratitude

passion

accountability

integrity

Enjoyment is the ultimate goal.

enjoyment

ownership

Ethical is the foundation for all advice we give.

ethical

engagement

innovation

patience

determination

focus

team

growth

Excellence is the experience we promise our clients and our people.

excellence

success

authenticity

learning

wellness

family

Values are more than words on a wall.

We believe they represent our character as a company, give clear expectations to our people, and help our clients truly understand who we are as a partner.