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

Despite the recent gains large public pension plans still face a funding shortfall of $4 trillion because their liabilities are so large, according to Moody's Investors Service. They have just 70% of what they need to pay future benefits to police, firefighters, teachers and other public workers, according to 2016 figures from Wilshire Consulting.  Source: Wall Street Journal

Just 3.7% of American seniors wait until age 70 to begin claiming their monthly Social Security retirement benefits.  Source: Social Security
 
According to The Federal Reserve Bank of New York, the top 10% of American households own 84% of the stock market wealth in the country.  Source: Lifelong Wealth
 
The Texas Permian Basin drillers are now extracting 3.3 million barrels of oil a day, according to Energy Information Administration (EIA) estimates, making that oil field alone one of the world's leading producers. To put that in perspective, that's more than the average daily crude production of the United Arab Emirates last year, according to the EIA.  Source: EIA