Asset Management Solutions

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Managing wealth effectively requires a disciplined approach that balances growth opportunities with risk management. Our investment management and asset management services are designed for high-net-worth individuals, business owners, and families looking to preserve and expand their financial legacy.

Why Choose Moran Wealth?

Our experienced wealth management advisors provide personalized asset management strategies to help our clients navigate complex financial landscapes while achieving long-term success.
#1-Ranked RIA in SWFL1
Independent & Employee-Owned
In-House Asset Management & Strategies
True Fiduciaries & Transparent Fees
Exceptional Client Service & Credentials
Performance-Driven Approach
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A Proven Approach to Asset & Investment Management

Strategies Built for Stability & Growth

A strong investment management strategy is built on a foundation of market research, disciplined asset allocation, and 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.

Active Portfolio Management

Dynamic & Calculated Modeling

We utilize advanced quantitative and fundamental models to assess market trends and investment opportunities. By leveraging real-time data and predictive analytics, we dynamically optimize portfolios for long-term growth and risk mitigation.
Our investment strategies are grounded in meticulous research to uncover attractive opportunities that align with each portfolio’s objectives and risk profile.

Disciplined & Data-Driven Approach

Your Partner in Asset Management

Meet Your Advocates

Thomas M. Moran, AIF®

Chairman | CEO | CIO

Donald E. Drury

President

Chelsea Ganey, CFA

Chief Strategy Officer

Charles E. Chesebrough Jr, CFA

Managing Director Head of Quantitative Strategies

Corey Grant, CFP®, ChFC®

Senior Vice President

Michael Mongin, CPWA®

Senior Vice President

Aaron Simpson

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®
Senior Vice President

Julie Rich, CFP®

Senior Vice President

Trent Grzegorczyk

Senior Vice President

Asset Management Solutions

From portfolio growth to wealth preservation, our services are structured to align with each client’s unique financial objectives.

Portfolio Management

Custom-built investment portfolios designed to match risk tolerance and long-term goals.

Alternative & ESG Investments

Sustainable investment opportunities aligned with social responsibility 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 volitility.

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Investment Strategies & Performance Approach

Moran Wealth offers 35+ proprietary investment strategies, ensuring that each client benefits from a customized asset management approach tailored to their specific financial situation.

Key Investment Strategies:

  • Core & Growth Strategies – Balanced portfolios designed for capital appreciation over time.
  • Fixed Income Solutions – Conservative investment options providing stable income streams.
  • Alternative Investments – Hedge funds, private equity, and real estate investment opportunities.
  • Tactical Asset Allocation – Dynamic strategy designed to capitalize on market movements.

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.

Stay Ahead with Informed Insights

Whether you’re in Florida or beyond, gain access to real-time market insights and actionable strategies tailored for high-net-worth individuals and businesses.

Market Intelligence & Strategic Insights

  • Quarterly Market Reports – Key investment trends and forecasts.
  • Investment Strategy Whitepapers – In-depth analyses of wealth management techniques.
  • Tax & Estate Planning Updates – Essential guidance for long-term financial success.

Frequently Asked Questions

What does an asset manager do?
An asset manager optimizes and oversees investment portfolios, helping clients achieve their financial goals by strategically allocating assets, monitoring market trends, and adjusting investment strategies as needed.
Investment management focuses on portfolio growth and asset allocation, while wealth management services provide a holistic approach including estate planning, tax optimization, and financial advisory services.
Professional portfolio management services benefit individual investors, business owners, and institutions seeking long-term financial growth, wealth preservation, and risk mitigation strategies.
High-net-worth asset management typically involves diversified investment portfolios, tax-efficient strategies, and estate planning to preserve generational wealth while maintaining capital growth.
Moran Wealth is ranked among the top asset management companies in Florida, with a 100% fiduciary-driven approach, offering personalized investment strategies backed by data-driven research.
We combine active portfolio management, proprietary investment strategies, and customized financial planning to provide comprehensive wealth management services that align with our clients’ goals.

Get Started with Moran Wealth’s Asset Management Services

Let’s Plan Toward a More Confident Financial Future

A well-structured investment strategy is critical to achieving long-term financial success. Whether you need portfolio management, tax optimization, or legacy planning, our advisors are here to develop a tailored strategy that aligns with your financial goals.
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Office Closure Notice: New Year's Day

In observance of New Year’s Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, January 2nd, 2026.

Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.

Office Closure Notice: Christmas

In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Thursday, December 25th, 2025.

We will resume regular business hours on Friday, December 26th, 2025.

Thank you for your understanding as we take this time to celebrate the holiday season.

Office Closure Notice: Thanksgiving

In observance of Thanksgiving, our office is closed today.

In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.

We will resume regular business hours on Monday, December 1st, 2025.

Thank you for your understanding as we take this time to express gratitude and celebrate with our families.

Office Closure Notice: Labor Day

In observance of Labor Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, September 2nd, 2025.

Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.

Office Closure Notice: Independence Day

In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Friday, July 4th, 2025.

We will resume regular business hours on Monday, July 7th, 2025.

Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.

Office Closure Notice: Juneteenth National Independence Day

In observance of Juneteenth National Independence Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, June 20th, 2025.

Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.

Office Closure Notice: Memorial Day

In observance of Memorial Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, May 27th, 2025.

Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.