Featured Strategy
Small Mid Cap Strategic Beta
SMID
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 |
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Conservative Select CSEL |
Core |
Objective: Seeks long term growth of capital and current income. |
|
Core Value CVAL |
Core |
Objective: Seeks capital appreciation and current income. |
|
Conservative FDIV/CGRO |
Core |
Objective: Seeks capital appreciation and current income. |
|
Generational Growth Portfolio GENG |
Growth |
Objective: The Generational Growth Portfolio has been constructed to hold positions in companies that we believe have the potential to grow earnings per share and underlying intrinsic value at a rate superior to the market. The manager looks for companies that have developed business models with durable competitive advantages that have resulted in superior financial returns and growth characteristics relative to their peers. The intention is to hold these companies in the portfolio for multiple years based on their potential to compound at attractive rates. The strategy seeks aggressive long-term capital appreciation and should experience low turnover. |
|
Sentiment Leaders HYPE |
Growth |
Objective: The strategy seeks aggressive capital growth and has the potential for high turnover. |
|
Low Beta LOWB |
Value |
Objective: Seeks to provide higher returns when compared to the S&P 500 Index by focusing on a broad set of risks to reduce downside volatility. |
|
Macroeconomic Model ECON |
Core |
Objective: Seeks to outperform the S&P 500 benchmark in a variety of market environments: To accomplish this objective, the manager utilizes a top-down investment process that focuses on the most important determinants of portfolio return: style, sector, and stock selection. |
|
Socially Responsible Investing SRI |
Core |
Objective: Socially Responsible Investing (SRI) is an investment strategy which incorporates environmental, social, and governance (ESG) factors into the investment process. The portfolio manager will invest in companies that encourage corporate practices that promote stewardship, consumer protection, human rights, and diversity. |
|
Concentrated Value VALU |
Value |
Objective: Seeks out companies for investment that the manager deems to be high quality companies as defined by possessing business operations with durable competitive advantages that allow for high returns and growing cash flow streams. |
All Capitalization
STRATEGY
|
CATEGORY |
OBJECTIVE |
| Domestic Equity
DEQT |
Core |
Objective: Blends capital market, strategic and tactical asset allocation. and active risk management to attempt to develop and implement optimal portfolios for clients interested in cross asset class strategies to meet their investment needs. |
| Focused Value
FVAL |
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. |
|
Strategic Growth
GROW |
Growth |
Objective: This strategy seeks long-term capital appreciation by investing in high growth companies. To achieve this goal, the manager will invest primarily in a range of mid to large capitalization companies that, in the manager’s opinion, will demonstrate consistent top line or sales growth. This strategy, by itself, is not a balanced investment plan and may not be appropriate for investors with a lower risk tolerance.
|
| Millennium
MILL |
Growth |
Objective: Seeks long term capital appreciation by investing in growth stocks likely to benfit from demographic trends. |
| Moderate Growth
MGRO |
G.A.R.P.** |
Objective: Seeks long term capital appreciation by investing in a diversified portfolio of growth sectors. |
| Moderate Value
MVAL |
Relative Value |
Objective: Seeks long term growth of capital by investing in stocks we believe to be undervalued relative to other stocks in the Russell 3000 Value Index. |
| Momentum Alpha
MOMA |
Core |
Objective – Momentum Alpha (MOMA) seeks to take advantage of market volatility by investing in securities with an emerging upward trend while selling those entering a downward trend. The strategy seeks aggressive long term capital appreciation and has potentially high turnover. |
| Moderate Select MSEL |
Core |
Objective: Seeks long term growth of capital. |
Small Capitalization
STRATEGY
|
CATEGORY |
OBJECTIVE |
|
Microcap MICRO |
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. |
|
Small Cap Growth SGRW |
Growth |
Objective: The objective of this portfolio is long-term growth of capital by investing primarily in small capitalization growth stocks
|
|
Small Cap Select SSEL |
Core |
Objective: Seeks long term capital appreciation by investing in small cap growth and small cap value companies. |
|
Small Cap Value SVAL |
Relative Value |
Objective: Seeks long term growth of capital by investing primarily in small capitalization value stocks. |
|
Small Cap Value International SCVI |
Core |
Objective: Seeks to maximize long-term returns while providing diversification from domestic equity markets. |
|
Small Mid Cap Strategic Beta SMID |
Core |
Objective: Seeks to generate high risk-adjusted returns and long-term outperformance of the Russell 2500 Index by investing in US traded small- and mid-capitalization companies. |
Alternative Assets
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
|
Hedge Equity HDGE |
Specialty |
Objective: Seeks to provide returns during market expansions by using both traditional and fundamental analysis as a customized methodology to select underlying long-equity exchange traded funds (ETFs), and equity securities of diversified non-correlating market sectors and averages to pursue long-term returns for a given level of risk. |
|
Natural Resources NATR |
Relative Value |
Objective: Seeks long term capital appreciation by investing in equity securities in the energy and natural resource industries. |
|
Real Estate Investment Trust REIT |
Relative Value |
Objective: Seeks income and capital growth by investing primarily in publicly traded securities of real estate companies. |
Global
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
|
Global Balanced GBAL |
Core |
Objective: This blends capital market, strategic and tactical asset allocation. and active risk management to attempt to develop and implement optimal portfolios for clients interested in the benfits of diversification obtained by investing in US and international equities, and fixed income securities. |
|
Global Dividend GDIV |
Specialty |
Dividend Objective: Is to blend capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal high yielding equity portfolios for clients interested in cross asset class strategies to meet their investment needs. |
|
Global Equity GEQT |
Core |
Objective: This blends capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal portfolios. For clients interested in adding cross-asset class strategies to their investment needs. |
|
International Select Developed and Emerging ISDE |
Core |
Objective: Long-term capital appreciation by participating in non-US equity markets. The strategy has the ability to invest in broad-market ETFs and in shares of companies that, in the manager’s opinion, show greater potential for outperformance relative to their peers. |
Fixed Income
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
|
Balanced Taxable BTAX
|
Specialty |
Objective: Seeks to maximize the risk-adjusted total return of the portfolio over a full market cycler. |
|
Income-Conservative TAXFI |
Corporate/Treasury |
Objective: The primary objective of this style is preservation of capital through the construction of a high quality portfolio of taxable securities. Eligible investments include short and intermediate duration investment grade corporates, Treasury and government agency issuers. |
|
Municipal Bond MUNIC |
Municipal |
Objective: The primary objective of this style is preservation of capital through the construction of a high-quality portfolio of short to intermediate duration tax exempt securities. |
|
Municipal/Corporate/ BOND |
Customized Fixed Income |
Objective: Personalized fixed income portfolio; $500,000 minimum. |
ETF/Mutual Funds
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
|
Broad Market Bear BEAR |
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. |
|
Convertible CONV |
Convertible |
Objective: Seeks both income and growth consistent with maximizing the portfolio’s risk adjusted total return over a full market cycle. |
|
Dynamic Income Allocation DIAP |
Specialty |
Objective: DIAP is designed for investors looking for income and wealth preservation. This strategy invests in a diversified portfolio of Exchange Traded Funds (ETFs) utilizing equities, bonds, preferred stocks, master limited partnerships, REITs and other global securities. |
|
Fixed Income TAXB |
Fixed Income |
This strategy seeks capital preservation and enhanced income by investing in a diverse portfolio of various sub-asset class Fixed Income Exchange Traded Funds (ETFs). The manager intends to achieve this goal by targeting a universe of ETFs with an attractive yield and lower volatility. |
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.
REQUEST
INFORMATION
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