Strategies

The customized investment portfolios we construct utilize portfolio styles developed internally by the Portfolio Manager of the Moran Wealth Management® team for exclusive use of our clients. We currently utilize more than 50 variables from 200 different research firms to arrive at our recommendations. Our proprietary processes are designed to benefit clients by bringing together our collective experience in diverse markets, such as macro strategy, international strategy, equities (large-, mid- and small- capitalization), closed-end funds/exchange—traded tracking products (CEFs/ETPs), fixed income securities (investment-grade, high-yield and municipal securities) and market analysis.

The Portfolio Manager of Moran Wealth will design your portfolio according to your unique financial goals, taking a disciplined investment approach in pursuing your objectives and working with you to establish the appropriate asset allocation that seeks to provide maximum expected performance in accordance with your risk tolerance and investment goals

FEES

Moran Wealth Management® takes a very disciplined and personal approach to managing your money, We use our knowledge and experience in this discretionary relationship to try and achieve the long-term goals you’ve set for your portfolio.

Below is a complete list of our strategies with links to in-depth fact sheets for each.

Large Capitalization

STRATEGY DETAILS

 CATEGORY

OBJECTIVE

Conservative Select

CSEL
(10/1/2004)

Core

Objective: This strategy seeks long-term capital appreciation and current income.

Link to Fact Sheet

Core Value

CVAL
(12/31/2000)

Core

Objective: This strategy seeks to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark.

Link to Fact Sheet

Conservative
Growth

FDIV/CGRO
(11/30/1995)

Core

Objective: This strategy seeks long-term capital appreciation and current income.

Link to Fact Sheet

Generational Growth Portfolio

GENG
(6/30/2023)

Growth

Objective: This strategy seeks long-term capital appreciation by investing in high-quality growth securities with above-average compounded revenue and earnings outlook.

Link to Fact Sheet

Sentiment Leaders

HYPE
(4/21/21)

Growth

Objective: The strategy seeks aggressive capital growth and has the potential for high turnover.

Link to Fact Sheet

Low Beta

LOWB
(12/7/2012)

Value

Objective: The strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by focusing on reducing downside volatility.

Link to Fact Sheet

Macroeconomic Model

ECON
(12/7/2012)

Core

Objective: This strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by holding securities that will benefit from changes in the economic climate.

Link to Fact Sheet

Socially Responsible Investing

SRI
(11/30/2010)

Core

Objective: The strategy seeks long-term capital appreciation while incorporating environmental, social, and governance (ESG) factors into the investment process.

Link to Fact Sheet

Concentrated Value

VALU
(12/31/22)

Value

Objective: The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle.

Link to Fact Sheet

 

All Capitalization

STRATEGY
DETAILS

 CATEGORY

OBJECTIVE

Domestic Equity

DEQT
(1/13/2017)

Core

Objective: This strategy seeks to make a series of diversified investments in a risk-controlled framework, delivering consistent added value over a full business cycle.

Link to Fact Sheet

Focused Value

FVAL
(10/31/2013)

Core

Objective: Seeks to outperform the S&P 500 benchmark in a rising interest rate environment. To accomplish this objective the manager utilizes an investment process that focuses on companies with strong balance sheets and low debt-to-equity and price-to-book ratios on.

Link to Fact Sheet

Strategic Growth

 

GROW
(6/30/2023)

Growth

Objective: This strategy seeks long-term capital appreciation by investing in high-growth companies. 

Link to Fact Sheet

Millennium

MILL
(3/23/1999)

Growth

Objective: The strategy seeks long-term capital appreciation by investing in specific growth sectors that benefit the most from changing demographics of the population.

Link to Fact Sheet

Moderate Growth

MGRO
(3/31/1990)

G.A.R.P.**

Objective: The strategy seeks capital appreciation by investing in companies with greater than average growth characteristics and attractive valuations.

Link to Fact Sheet

Moderate Value

MVAL
(12/31/1995)

Relative Value

Objective: This strategy seeks capital appreciation by investing in high quality companies with below average valuations.

Link to Fact Sheet

Momentum Alpha

MOMA
(12/31/2019)

Core

Objective: The strategy seeks aggressive long-term capital appreciation by investing in securities with an emerging upward trend while selling those entering a downward trend.

Link to Fact Sheet

Moderate
Select

MSEL
(5/31/1997)

Core

Objective: The strategy seeks long-term capital appreciation by investing in a diversified portfolio of growth and value stocks.

Link to Fact Sheet

 

Small Capitalization

STRATEGY
DETAILS

CATEGORY

OBJECTIVE

Microcap

MICRO
(2/22/2017)

Core

Objective: The Microcap strategy typically invests in Microcap stocks with market caps up to $1 billion: The manager’s core approach combines multiple investment themes and offers wide exposure to microcap stocks.

Link to Fact Sheet

Small Cap Growth

SGRW
(9/05/2019)

 

Growth

Objective: The strategy seeks long-term capital appreciation by investing in small-capitalization growth stocks.

Link to Fact Sheet

Small Cap Select

SSEL
(9/5/2008)

Core

Objective: The strategy seeks long-term capital appreciation by investing primarily in small-capitalization stocks.

Link to Fact Sheet

Small Cap Value

SVAL
(12/31/2001)

Relative Value

Objective: The strategy seeks long-term capital appreciation by investing primarily in small-capitalization value stocks

Link to Fact Sheet

Small Cap Value International

SCVI
(4/26/21)

Core

Objective: The strategy seeks long-term capital appreciation through exposure to non-US small-capitalization companies that are undervalued relative to their peers.

Link to Fact Sheet

Small Mid Cap Strategic Beta

SMID
(12/31/22)

Core

Objective: The strategy seeks long-term capital appreciation and risk-adjusted returns that exceed that of the Russell 2500 Index over a full business cycle.

Link to Fact Sheet

 

Alternative Assets

STRATEGY DETAILS

CATEGORY

OBJECTIVE

Hedge Equity

HDGE
(3/25/2009)

Specialty

Objective: The strategy seeks to provide reduced exposure to equity markets and low correlation to traditional asset classes while maintaining the potential for long-term returns.

Link to Fact Sheet

Natural Resources

NATR
(11/30/2003)

Relative Value

Objective: The strategy seeks to provide investors with exposure to a range of commodities through ownership of stock in commodity producing companies.

Link to Fact Sheet

Real Estate Investment Trust

REIT
(3/4/2009)

Relative Value

Objective: The strategy seeks to provide income and capital growth by investing in publicly traded securities of real estate companies.

Link to Fact Sheet

Global

STRATEGY DETAILS

CATEGORY

OBJECTIVE

Global Balanced

GBAL
(11/6/2008)

Core

Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.

Link to Fact Sheet

Global Dividend

GDIV
(5/5/09)

Specialty

Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.

Link to Fact Sheet

Global Equity

GEQT
(3/24/2009)

Core

Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.

Link to Fact Sheet

International Select Developed and Emerging

ISDE
(12/31/2020)

 

Core

Objective: The strategy seeks long-term capital appreciation by participating in non-US equity markets.

Link to Fact Sheet

 

Fixed Income

STRATEGY DETAILS

 CATEGORY

OBJECTIVE

Balanced Taxable

BTAX
(6/6/1994)

 

Specialty

Objective: This strategy seeks to maximize risk-adjusted total return over a full market cycle.

Link to Fact Sheet

Income-Conservative

TAXFI
(1/25/2017)

Corporate/Treasury

Objective: The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of short to intermediate duration taxable securities.

Link to Fact Sheet

Long Duration Fixed Income

LDFI
(1/4/2024)

Corporate/Treasury

Objective: The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of intermediate to long duration taxable securities.

Link to Fact Sheet

Municipal Bond

MUNIC
(2/15/2017)

Municipal

Objective: The strategy seeks preservation of capital through the construction of a high-quality portfolio of short- to intermediate-duration tax-exempt securities.

Link to Fact Sheet

Municipal/Corporate/
Government

BOND

Customized Fixed Income

Objective: Personalized fixed income portfolio; $500,000 minimum.

Link to Fact Sheet

 

ETF/Mutual Funds

STRATEGY DETAILS

CATEGORY

OBJECTIVE

Broad Market Bear

BEAR
(5/1/2023)

ETF

Objective: This strategy seeks to profit from negative returns in the broad market and provide downside protection for a portfolio. The strategy uses a diverse list of inverse ETFs in an effort to gain – 1X exposure to a set of various indices and sectors with the goal of targeting a negative correlation to one of the major market indices.

Link to Fact Sheet

Convertible

CONV
(5/5/2008)

Convertible

Objective: 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.

Link to Fact Sheet

Dynamic Income Allocation

DIAP
(12/31/2022)

Specialty

Objective: The strategy seeks to deliver a current yield in excess of the 10-year US Treasury rate with approximately half the realized volatility of the stock market.

Link to Fact Sheet

Fixed Income

TAXB
(8/31/2008)

Fixed Income

Objective: The strategy seeks to maximize current income and capital preservation by investing in a diverse portfolio of various fixed income ETFs.

Link to Fact Sheet

 

SUMMARY OF
INVESTMENT STYLES

INVESTMENT MANAGEMENT

Your Moran Wealth financial advisor will begin building your portfolio by first identifying your unique investment style based on a variety of factors, such as income, risk tolerance, diversification, investment and financial goals, and preferred market exposure. This will help us select a suitable strategy for you, allowing us to use a personalized approach to asset allocation and securities selection that meets your needs and yields the desired short-and long-term results.

Click the button below to view a summary of investment styles, or review fact sheets and detailed strategy information above.

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INFORMATION

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