MORETON
ASSET MANAGEMENT

Maintain Liquidity | Enhance Return | Protect Principal | Enhance Return


WE ARE

WE ARE


Moreton Asset Management was founded on the core belief that investment advice should not be influenced by commissions or the desire to sell product inventory.

Moreton Asset Management is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)*. Moreton Asset Management, LLC offers customized money market and fixed-income portfolio management for institutional clients. Expertise includes investment and risk management capabilities with exceptional client service, in-depth consultation and extensive interaction between clients and the investment team. Moreton specializes in portfolios that have significant regulatory needs. Clients include state and local governments, credit unions, community banks, and corporations.
*Registration with the SEC does not imply a certain level of skill or training

BE INFORMED. INVEST WISELY.

Corporate Cash

Management


Credit Union Investment

portfolio Management


Investing for

Local Governments


Independent


Moreton Asset Management, LLC is an employee owned firm. Our firm does not carry inventory and is not beholden to any financial institution. Our independence allows us to be nimble in changing markets.

Transparent


Our firm strives to provide transparency throughout the entire investment process. With detailed online reports, flat-fee pricing, and regular face to face account reviews, we provide our clients with the necessary tools and expertise to succeed.

Experienced


Our team of fixed-income professionals has developed a trusted relationship with our clients. These include cities, counties, school districts, special districts, corporations, credit unions, and non-profits.

Independent


Moreton Asset Management, LLC is an employee owned firm. Our firm does not carry inventory and is not beholden to any financial institution. Our independence allows us to be client focused rather than product driven.

Transparent


Our firm strives to provide transparency throughout the entire investment process. With detailed online reports, flat-fee pricing, and regular face to face account reviews, we provide our clients with the necessary tools and expertise to succeed.

Experienced


Our team of fixed-income professionals has developed a trusted relationship with our clients. These include cities, counties, school districts, special districts, corporations, credit unions, and non-profits.

Focused on performance

DELIVERING SPECIALIZED FIXED-INCOME REPORTING


We meet the compliance requirements of corporations, municipalities, community banks, and credit unions. Our reporting software helps clients overcome common challenges such as: Sarbanes-Oxley control deficiencies; GAAP requirements; off-cycle accounting closes, inconsistent accounting assumptions, investment policy violations, performance analysis, and risk assessment.
801.869.4200

Contact Us


Have a question? We’re here to help. Send us a message and we’ll get be in touch.

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