MORGAN INVESTMENTS INC

Overview

Morgan Investments Inc. is a small, single-office registered investment adviser that runs discretionary portfolio management for individuals, families and some institutional accounts. The firm shows a clear preference for public equities as the anchor of client portfolios, deploying exchange-traded securities for much of its invested capital. Its business model is fee-based (percentage of AUM) and focused on ongoing management rather than episodic consulting. The adviser is not positioned as an active ESG investor and does not report multi-state advisory activity, suggesting a relatively concentrated, locally managed client base and a straightforward investment mandate. Morgan Investments Inc. relies on third-party managers for certain alternative exposures — notably real estate, commodities and oil & gas — while also using mutual funds for some core allocations. With all assets reported as discretionary, the firm appears to run portfolio sleeves and SMAs with day-to-day decision authority, rather than operating primarily as a referral or passive advisory outlet.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices