Our Strategies
Our suite of proprietary, in-house strategies is overseen by our investment team, led by Charles Chesebrough Jr., CFA, Head of Quantitative Strategies, and Tyler Hardt, CFA, Chief Portfolio Manager. Learn more about our portfolio management approach.
AI Frontier
This strategy seeks capital appreciation by investing in a portfolio of companies positioned to benefit from the growth, utilization, and development of artificial intelligence (AI) technologies.
All Cap Strategy
This strategy seeks capital appreciation by investing in high-quality companies with strong fundamentals and attractive valuations, aiming to capture near-term alpha.
Balanced Taxable
The strategy seeks long-term total return through a balanced allocation to equity and taxable fixed income investments.
Concentrated Value
The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle.
Conservative Select
This strategy seeks long-term capital appreciation and current income.
Convertible
This strategy seeks to give investors exposure to convertible bonds and preferred equity securities while aiming to earn a higher yield with less risk relative to its benchmark (ICE BofA All US Convertible).
Core Value
The strategy seeks long-term capital appreciation by investing primarily in large-capitalization companies with attractive valuations and strong fundamental characteristics.
Defensive Total Return
The strategy seeks long-term capital appreciation by investing primarily in equity securities selected through quantitative screening of risk, market, and company-specific characteristics.
Domestic Equity
The strategy seeks long-term capital appreciation through a diversified allocation across Moran Wealth Management’s proprietary domestic equity strategies.
Dynamic Income Allocation
This strategy seeks current income above the 10-year US Treasury constant maturity yield while seeking to limit volatility, measured by annualized standard deviation of monthly returns, relative to the S&P 500.
Focused Dividend
This strategy seeks long-term capital appreciation and current income.
Global Balanced
The strategy seeks long-term total return through a diversified allocation across Moran Wealth Management’s proprietary equity and fixed income strategies.