We believe in long-term relationships and strive to earn your continued trust. A great reputation must be earned and, once earned, can be relied upon by your family for generations. This is not a commitment we take lightly. Doing the right thing is the center of our investment philosophy.
Our clients enjoy the personal attention that is the hallmark of Moran Edwards Asset Management Group. We maintain long-term relationships with affluent clients who typically have portfolios of $1 million or more of investable assets.
Investing with Moran Edwards Asset Management Group involves an ongoing dialogue to review your portfolio, assess new investment opportunities and reevaluate your strategy as market conditions or your objectives change.
Using a comprehensive team approach, Moran Edwards Asset Management Group provides investment management services to a select group of clients. We focus on serving successful individuals and their families. We also provide specialized financial services for corporations, executives, fiduciaries and non-profit organizations.
Moran Edwards Asset Management Group takes a disciplined and personal approach to managing your money. We use our knowledge and experience in this discretionary relationship to pursue the long-term goals you’ve set for your portfolio. As PIM Portfolio Managers, the members of the Moran Edwards Asset Management Group are among the select Wells Fargo Advisors who are qualified to manage client portfolios on a discretionary or non-discretionary basis.
Through our group you will be investing with Wells Fargo Advisors, one of the largest brokerage firms in the United States. We strive to add value to our clients’ portfolios by capitalizing on our decades of investment experience and our strong presence on Wall Street. As a result, you not only receive personalized investment attention, you also get the backing of all our services and our integrity.