Morse Group Investment Advisors

Overview

Morse Group Investment Advisors is a small, individually owned LLC that provides financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with hourly and fixed-fee engagements, which fits advisors who blend ongoing portfolio management with project-based planning work. Investment activity centers on pooled public vehicles—mutual funds and other public funds—while also incorporating a range of third-party alternative managers. The firm reports all client assets as discretionary, indicating it typically makes investment decisions on behalf of account holders rather than acting solely in an advisory/consultative capacity. Morse Group is not an active ESG investor, and it does not present itself as a capital allocator; instead it relies on external fund managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices