Asset Management Solutions
A Experienced Approach to Portfolio Management
Managing wealth effectively requires a thorough approach that balances growth with risk management. Our services are designed for high-net-worth individuals, business owners, and families looking to preserve and expand their financial legacy by leveraging institutional-quality portfolios, extensive research, and active security selection.
Dynamic & Calculated Modeling
Active Portfolio Management
We are active managers who proactively monitor global and domestic markets to optimize each portfolio strategy. We utilize advanced quantitative and fundamental models to assess trends, maintain discipline, and dynamically optimize portfolios for long-term growth.
Disciplined & Data-Driven Approach
Our investment strategies are grounded in meticulous research to uncover attractive opportunities that align with each portfolio’s objectives and risk profile, whether employing a quantitative or fundamental approach.
Clear & Performance-Driven Construction
Personalized Transparency
We employ separately managed accounts (SMAs) to provide clients with unparalleled insights into their individual holdings, transactions, and performance metrics.
Rigorous Performance Tracking
Our portfolios undergo continuous performance tracking and rigorous analysis, allowing us to make data-driven adjustments and help optimize returns while managing risk effectively.
Moran Strategies By-the-Numbers
Asset Management Professionals
AUM
Proprietary Strategies
Our Investment Process
We believe clients are best served through a diverse selection of asset classes and investment strategies tailored to their unique goals. Our process includes a focus on growth strategies, fixed income solutions, and alternative investments like private equity and real estate to help ensure a comprehensive and personalized solution.
Disciplined Security Selection
Our proprietary investment models meticulously screen and rank securities based on a wide range of market criteria, seeking an unbiased and data-driven approach to portfolio construction.
Strategic Diversification
We focus heavily on security weighting and asset class mix to develop balanced strategies that align with each portfolio’s unique objective. This includes tactical asset allocation designed to help capitalize on market movements and manage risk.
Systematic Optimization
Our methodology is continuously refined, tested, and optimized to position portfolios for sustainable growth. This includes offering ESG investment opportunities aligned with social responsibility goals.
Proprietary Strategies
Wealth management starts with the right strategy. From portfolio growth to preservation, our proprietary strategies are structured to deliver comprehensive solutions that align with your unique financial objectives:
- Portfolio Management: Custom-built investment portfolios designed to match risk tolerance and long-term goals.
- Estate & Legacy Planning: Aimed to support a smooth transfer of wealth to future generations.
- Tax-Efficient Investing: Strategies that can help reduce tax burdens and maximize after-tax returns.
- Wealth Preservation & Risk Management: Strategies designed to help manage risk and preserve wealth during market volatility.