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Formers minor 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 slides to our portfolio pie
Following MCM’s sale to Pacific 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 services, more diversification, more support
As they say, “The whole is greater than the sum of its part.” 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 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
See, we were into 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
Formers minor 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
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 slides to our portfolio pie
As they say, “The whole is greater than the sum of its part.” 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
Following MCM’s sale to Pacific 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 services, more diversification, more support
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
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
The pandemic opened our eyes to 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
See, we were into 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
Formers minor 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)
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 slides to our portfolio pie
Following MCM’s sale to Pacific 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 services, more diversification, more support
As they say, “The whole is greater than the sum of its part.” 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 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
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.
Click or tap on the words below to delve deeper into the core values that define and drive our company's mission and vision.
is the feeling we want our clients to have when they truly understand the purpose behind their wealth.
guides us as we build personalized solutions.
is the goal.
is the foundation for the advice we give.
is the experience we desire for our clients and the expectation we have for ourselves.
is the commitment we authentically make to our careers, the lives of our clients, our teammates, and our community.
