MEET THE HOME TEAM
Teamwork is intrinsic to our approach to pursuing your financial objectives.

 
Once clients have entered into an investment advisory program agreement, the PIM Portfolio Manager acts within the capacity of a fiduciary. As stated in the video these fiduciary duties are outlined in the SEC Investment Advisers Act of 1940.
The PIM (Private Investment Management) program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000

 

LET'S TALK

Perhaps it’s time to seek our opinion about your portfolio. Are you new to Naples or a long time resident and in need of investment advice? Whatever your needs, make an appointment for a free consultation. We look forward to meeting you.

 
 
 

FEATURED STYLE

Investing with Moran Edwards Asset Management Group involves an ongoing review of your portfolio and assessment of new opportunities.

 

MARKET
MUSINGS

Our portfolio managers share their experience and insights with you.

 
 
 

WEEKLY INSIGHT

Looking back is often times as important as looking ahead. Weekly informational updates posted.

 

 

ON THE
RECORD

The $2.08 trillion of excess reserves held by US banks at the 12 regional Federal Reserve banks as of 1/31/18 is up $104 billion in the last 12 months. Excess reserves are funds held that are above and beyond the federally mandated reserve requirement amounts
Source: Federal Reserve
 
To rank in the Top 1% of taxpayers in 1980 took $80,580 of adjusted gross income (AGI). To rank in the Top 25% of taxpayers in 2015 took $79,655 of AGI.
Source: IRS
 
51% of pre-retirees say that their efforts to save for retirement are "behind schedule" while only 15% of pre-retirees are "ahead of schedule."
Source: Society of Actuaries