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Office Operations Notice - March 24, 2020
At Moran Wealth Management, we believe we all play a role in controlling the impact of the COVID-19 virus and keeping people healthy. The health and safety of our employees and clients remains our top priority. In line with public health recommendations, we are temporarily suspending in-person client meetings and closing the office to the public. We provide flexible work arrangements and remote access capabilities for our employees, which ensure premier client support at all times. Now more than ever we are empowering members of the group to work remotely as needed, while maintaining the white-glove experience our clients deserve. We expect little disruption to our client services. We are all eager for information and useful advice during this unusual and volatile time. While recent events are unlike any that have come before, our advisors have experience navigating worrisome markets during times of investor uncertainty. We will continue to add relevant insights and resources to our online library.
Stay healthy, keep calm, and do what you can to support your community.
Founder, Chief Executive Officer
Senior PIM Portfolio Manager
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Moran Wealth Management is a separate entity from WFAFN. 0320-03857
Market & Economic Commentary
New Year, New Approach to Value Investing
January 25, 2021
One of the staples of life experiences is when you buy your very first car. I sure remember mine. Before we even arrived, my parents and I had spent weeks comparing different lots and cars. This was my first car, I wanted it to last, work well, and of course, look cool. But my parents made sure I asked all the right questions: What is the mileage? Does it come under warranty? Is there any damage or has it been in any accidents? And so on. Then we compared prices. What was the market value on average? Was the price a premium or discount and if so why? I narrowed my choices down to a sedan and sports car. Reluctantly, I decided to move forward with the sedan, despite the fact I would have much rather driven up to my high school in the sports car. But I knew that the sedan would result in less costly insurance/gas expenditures in the long-run and the ability to drive my siblings and friends around more easily. I did not know it at the time, but I was already acting on principles of value investing before I knew what a P/E ratio stood for.
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Moran Wealth Management is comprised of 33 professional staff members covering a wide range of disciplines, including investments and retirement planning, as well as working to meet the unique needs of high-net-worth individuals. We also work with family offices collaborating with our clients’ legal, accounting, trusts, and other specialty advisors to seamlessly integrate their investment portfolio. Teamwork is intrinsic to the Moran Wealth approach in pursuing your financial objectives, from our very first meeting you will benefit from a team that applies many years of collective financial experience to the serious business of managing your investments.
We apply our tradition of unbiased and disciplined investing strategies to deliver personalized client service with a legacy of integrity driven by trust, loyalty, and fiduciary responsibility.
A portfolio manager who knows you and your goals is an invaluable asset, and we understand that choosing someone to manage your money is an important decision. Our approach to designing each portfolio is specific to the client. We diversify risk with multiple strategies, rejecting a one-size-fits-all approach and working with you to establish an appropriate asset allocation that is designed to meet your unique investment goals.
The Moran Center for Financial Education acts as a resource for market commentary, financial knowledge, recent blog posts and more. Or explore our Seminar Calendar and join us at a future event.
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1Barron’s Top 1,000/1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention. To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for the last ten years consecutively in any of their rankings. In Tom Moran’s case from 2010-2019 he was named to Barron’s Top 100 Financial Advisors ranking.
2Forbes: Best in State Wealth Advisor: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3Financial Times Top 400 Financial Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.
4The Wells Fargo Advisors Spirit Award was established to recognize a select group of Premier Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
5The Forbes 2019 Top Next Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from across the country with team assets amounting to more than $1 trillion. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
6The Forbes America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.