Jeffrey Sarti

Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.

Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager.

JMIC’s investment philosophy is based on a long-term oriented investment perspective that is client-focused. Their portfolios are individually tailored to address each client’s specific investment goals, risk profile, circumstances and temperament, balanced with the realities of the marketplace. Portfolio turnover is relatively low, and the strategies employed are cost-effective and tax-efficient. The firm invests primarily in publicly traded stocks and bonds.

MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon.