Morter Investment Management LLC

Overview

Morter Investment Management LLC is a small, owner-operated advisory firm that focuses on portfolio management for individual and small business clients. The firm runs a percentage-of-AUM fee model and manages client assets on a discretionary basis. Its stated activity and filings indicate a clear preference for publicly traded equities—primarily exchange-traded instruments—supplemented by mutual funds. Morter Investment Management LLC is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or capital allocation as part of its mandate. Investment activity centers on liquid, exchange-listed exposures that suit tax-aware, relationship-driven wealth management for individual and family clients. The advisory role is geared to standard portfolio management rather than running commingled funds or acting as a fund allocator to alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices