MORRIS & WELLS WEALTH MANAGEMENT

Overview

Morris & Wells Wealth Management is an independent registered investment adviser that runs fee-based portfolios with an emphasis on equity exposure. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, families and pooled vehicles, and also manages mandates for small businesses and institutional clients. Its stated fee model is a percentage of assets under management, and most client relationships are handled on a discretionary basis, which permits the firm to implement model-driven equity allocations and direct equity trades without seeking client approval for each transaction. Investment emphasis is firmly on exchange-traded equities and liquid instruments, with equities identified as the primary allocation preference. The firm does not position itself primarily as a capital allocator, but it does use third-party managers for specific alternative exposures. Portfolios are constructed to balance liquid equity positions with selective mutual fund and hedge fund allocations where appropriate for diversification or absolute-return objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices