Morris Asset Management

Overview

Morris Asset Management is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm serves individuals and families with financial planning and portfolio management tailored to individual and small-business clients. Its business model appears to be traditional advisory work rather than institutional or multi-family office services: it is not organized as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor. Clients are charged on a percentage-of-AUM basis, with unspecified additional fee arrangements available. Advisory services emphasize financial planning and discretionary or non-discretionary portfolio management for retail client households and small-business owners.

Assets & Accounts

Investments & Alternatives

Location & Offices