Sasan Faiz

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.

Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.