Competitive Advantage

Founded on
The core belief that investment advice should not be influenced by commissions or the desire to sell product inventory.

When our clients do well, we do well. 

Moreton Asset Management is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)* and we do not act as an agent between buyers and sellers of bonds. We endeavor to align our interests with the interests of our clients and to avoid certain conflicts of interest by providing investment advice for a flat fee instead of a mark-up or commission. Because we are independent from other institutions, we aren't rewarded by pushing inventory or churning accounts because we hold no inventory and never work on commission.
*Registration with the SEC does not imply a certain level of skill or training.
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