LET'S TALK

Could you use a second opinion on your portfolio? Are you new to Naples and in need of investment advice? Whatever your needs, make an appointment for a free consultation. We look forward to meeting you.

 

RANKED #1 BY LIPPER

Moran Edwards’ Millennium portfolio ranked #1 in four asset classes.

  • U.S. Equity (All Styles) Ranked #1 out of 1,616
  • U.S. Growth Equity Ranked #1 out of 523
  • U.S. Large-cap Equity Ranked #1 out of 587
  • U.S. Large-cap Growth Equity Ranked #1 out of 196

12 Quarters ending 6/30/2016

Disclosure information is located at the bottom of this page

 
 

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.

 
 
 

MEET THE HOME TEAM

Teamwork is intrinsic to our approach to pursuing your financial objectives.

 

 
 

WEEKLY INSIGHT

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

 
 

ON THE RECORD
According to a new report from the Consumer Financial Protection Bureau, borrowers over 60 have $66.7 billion in student loan debt. The number of debtors over 60 has quadrupled in a decade to 2.8 million in 2015 from 700,000 in 2005, making them the fastest growing age segment with student debt.
Source: Quartz Media


Higher-earning parents, or those earning over $107,400 annually, will spend an astonishing $454,770 to raise a baby born last year until they turn 18, according to a new study from the United States Department of Agriculture.
Source: MarketWatch