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Current company Moreton Asset Management
Investment Management · 1 employees · Founded 2005 · Farmington, Utah, United States
Based in Salt Lake City, UT, Moreton Asset Management provides investment advisory services for corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. Moreton specializes in structuring fixed income portfolios that are tailored to meet the specific liquidity and diversification needs of our clients. Moreton maintains a low client-to-portfolio manager ratio that ensures frequent meaningful client interaction. The Moreton team has over 60 years of combined experience structuring fixed-income accounts and has the skill set required to navigate various interest rate environments. Moreton Asset Management serves clients in the western United States with a focus in Utah, Nevada, Wyoming, and Idaho.