OUR PRACTICE & PHILOSOPHY

The Group was founded in March of 1990 by Thomas M. Moran, a Managing Director - Investments, and Earl Sistrunk, CFA, Financial Consultant.  From the beginning, the group has focused on quantitative analysis and fundamental research in building diversified equity portfolios for their clients.  The Group now consists of nineteen individuals, including three Principals, with a combined experience of over 100 years in the securities industry.  The Group has two Portfolio Managers and is headed by Financial Advisors Thomas Moran and Robert Edwards. Earl Sistrunk and Christina Shaw are also responsible for several of the Group's portfolio strategies.

The Group currently utilizes over 50 variables from 200 different research firms to arrive at its recommendations.  The Group is responsible for over 3 billion dollars in assets as of June 30, 2017 for families and institutional clients utilizing 25 different investment strategies.

Through our Group you will be investing with Wells Fargo Advisors, one
of the nation's largest retail brokerage businesses. Investors have been entrusting their money to our firm for over 100 years, and today we
manage the assets of both individual and institutional clients worldwide
in personally managed accounts.

We strive to add value to our clients’ portfolios by capitalizing on our investment experience and our strong institutional and retail presence on Wall Street. Moran Edwards Asset Management Group can draw on a wide array of services and resources to help direct your investments. We can utilize information from our product and research specialists, as well as other forms of analysis from many different sources, to help enhance your investment progress.  As a result, you not only receive personalized investment attention, but you also get the backing of all our services through Wells Fargo Advisors.

With $1.6 trillion in client assets as of June 30, 2017, Wells Fargo Advisors provides investment advice and guidance to clients through 14,527 full-service financial advisors and 4,271 licensed bankers.  This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.  Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of June 30, 2017.www.wellsfargoadvisors.com

 

Collectively, the professionals of Moran Edwards Asset Management Group have over 100 years of experience in helping clients meet their investment goals with sound financial solutions. As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

By utilizing a comprehensive team approach, Moran Edwards Asset Management Group of Wells Fargo Advisors 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 very disciplined and personal approach to managing your money. We use our knowledge and experience in this discretionary relationship to try and achieve the long-term goals you’ve set for your portfolio. As PIM Portfolio Managers, Moran Edwards Asset Management Group is among a select few Wells Fargo Advisors' financial advisors who are qualified to manage client portfolios on a discretionary or non-discretionary basis. 

 

Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. A minimum annual fee may apply for this program. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services and information on all fees and expenses.The minimum account size for this program is $50,000.