MENU CLOSE

Asset Management

An Innovative Approach to Portfolio Management

Our propriety investment strategies, managed by our in-house investment team, are the cornerstone of our comprehensive asset management capabilities. We offer institutional-quality portfolios across various asset classes and investment styles, leveraging extensive experience in research, security selection, and risk management.

Dynamic & Calculated Modeling

Active Portfolio Management

We are active managers who proactively monitor global and domestic markets to optimize each portfolio strategy, all while maintaining investment process discipline.

Disciplined & Data-Driven Approach

Whether employing a quantitative or fundamental approach, our investment strategies are grounded in meticulous research to uncover attractive investment opportunities that align with each portfolio’s goals and risk profile.

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 optimize returns while managing risk effectively.

Moran Strategies By-the-Numbers

14
Asset Management Professionals
$4.7B
AUM
35+
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 investment process never loses sight of the fact that we’re managing client assets, not just securities.

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.
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, market exposure, and asset class mix to develop balanced and efficient strategies that align with each portfolio’s unique investment objective, striving for optimal performance and risk management.
We focus heavily on security weighting, market exposure, and asset class mix to develop balanced and efficient strategies that align with each portfolio’s unique investment objective, striving for optimal performance and risk management.

Systematic Optimization

Our methodology is continuously refined, tested, and optimized to position portfolios for sustainable growth. The investment process for each portfolio model is meticulously managed to help us deliver long-term, goal-aligned results.
Our methodology is continuously refined, tested, and optimized to position portfolios for sustainable growth. The investment process for each portfolio model is meticulously managed to help us deliver long-term, goal-aligned results.

Proprietary Strategies

Our strategies were designed with diversification in mind, focused on providing a wide range of options that all seamlessly integrate into each client’s custom allocation, providing comprehensive and personalized investment solutions.

Core Growth Value Specialty Balanced Fixed Income
View Our Strategies