FEATURED STRATEGY
Real Estate Investment Trust
REIT
This strategy seeks to provide income and capital growth by investing primarily in publicly traded securities of real estate companies. The strategy attempts to meet its objective through the active selection of Real Estate Investment Trust (REIT) securities, across different types and regions based on the research of the manager. A REIT is a trust or similar entity that primarily invests in or manages properties of companies involved in the real estate industry. REITs may not have diversified holdings.
STRATEGIES
The customized investment portfolios we construct utilize portfolio styles developed internally by the Moran Wealth Management team for exclusive use of our clients. We currently utilize more than 50 variables from 200 different research firms to arrive at our recommendations. Our proprietary processes are designed to benefit clients by bringing together our collective experience in diverse markets, such as macro strategy, international strategy, equities (large-, mid- and small- capitalization), closed-end funds/exchange—traded tracking products (CEFs/ETPs), fixed income securities (investment-grade, high-yield and municipal securities) and market analysis.
Moran Wealth will design your portfolio according to your unique financial goals, taking a disciplined investment approach in pursuing your objectives and working with you to establish the appropriate asset allocation that seeks to provide maximum expected performance in accordance with your risk tolerance and investment goals
FEES
Moran Wealth Management 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 Senior PIM Portfolio Manager, Tom Moran, is among a select few financial advisors of Wells Fargo Advisors Financial Network who are qualified to manage client portfolios on a discretionary or non-discretionary basis.
Private Investment Management (PIM) Advisory accounts are charged a comprehensive fee instead of commissions 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 Financial Network 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.
Below is a complete list of our strategies with links to in-depth fact sheets for each.
LARGE CAPITALIZATION |
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STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Conservative SelectCSEL |
Core |
Objective: Long term growth of capital and current income.
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Core ValueCVAL |
Core |
Objective: Capital appreciation and current income.
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Conservative
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G.A.R.P.** |
Objective: Capital appreciation and current income. |
Low BetaLOWB |
Value |
Objective: Seeks to provide higher returns when compared to the S&P 500 Index by focusing on a broad set of risks to reduce downside volatility. |
Macroeconomic ModelECON |
Core |
Objective: Seeks to outperform the S&P 500 benchmark in a variety of market environments: To accomplish this objective, the manager utilizes a top-down investment process that focuses on the most important determinants of portfolio return: style, sector, and stock selection. |
Socially Responsible InvestingSRI |
Core |
Objective: Socially Responsible Investing (SRI) is an investment strategy which incorporates environmental, social, and governance (ESG) factors into the investment process. The portfolio manager will invest in companies that encourage corporate practices that promote stewardship, consumer protection, human rights, and diversity. |
ALL CAPITALIZATION |
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|---|---|---|
STRATEGY
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CATEGORY |
OBJECTIVE |
Domestic EquityDEQT |
Core |
Objective: Blends capital market, strategic and tactical asset allocation. and active risk management to attempt to develop and implement optimal portfolios for clients interested in cross asset class strategies to meet their investment needs. |
Focused ValueFVAL |
Core |
Objective: Seeks to outperform the S&P 500 benchmark in a rising interest rate environment. To accomplish this objective the manager utilizes an investment process that focuses on companies with strong balance sheets and low debt-to-equity and price-to-book ratios on. |
MillenniumMILL |
Growth |
Objective: Seek long term capital appreciation by investing in growth stocks likely to benfit from demographic trends. |
Moderate GrowthMGRO |
G.A.R.P.** |
Objective: Long term capital appreciation by investing in a diversified portfolio of growth sectors. |
Moderate ValueMVAL |
Relative Value |
Objective: Long term growth of capital by investing in stocks we believe to be undervalued relative to other stocks in the Russell 3000 Value Index.
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Momentum AlphaMOMA |
Core |
Objective – Momentum Alpha (MOMA) seeks to take advantage of market volatility by investing in securities with an emerging upward trend while selling those entering a downward trend. The strategy seeks aggressive long term capital appreciation and has potentially high turnover. |
SelectMSEL |
Core |
Objective: Long term growth of capital. |
SMALL CAPITALIZATION |
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STRATEGY
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CATEGORY |
OBJECTIVE |
MicrocapMICRO |
Core |
Objective: The Microcap strategy typically invests in Microcap stocks with market caps up to $1 billion: The manager’s core approach combines multiple investment themes and offers wide exposure to microcap stocks. |
Small Cap GrowthSGRW |
Growth |
Objective: The objective of this portfolio is long-term growth of capital by investing primarily in small capitalization growth stocks
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Small Cap SelectSSEL |
Core |
Objective: Long term capital appreciation by investing in small cap growth and small cap value companies. |
Small Cap ValueSVAL |
Relative Value |
Objective: Long term growth of capital by investing primarily in small capitalization value stocks. |
INTERNATIONAL |
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STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
InternationalINTL
|
Core |
Objective: This portfolio attempts to fully participate in the developed international equity market by carefully selecting country exchange traded funds (ETFs) we view as having above average potential and positive momentum. |
ALTERNATIVE ASSETS |
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|---|---|---|
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Alternative InvestmentALTS |
Specialty |
Objective: This uses a highly specialized methodology to select underlying long equity exchange-traded Specialty funds (ETFs), exchange-traded notes (ETNs), and equity securities of diversi?ed noncorrelating market sectors and averages to maximize long-term returns for a given level of risk. |
Hedge EquityHDGE |
Specialty |
Objective: Seeks to provide returns during market expansions by using both traditional and fundamental analysis as a customized methodology to select underlying long-equity exchange traded funds (ETFs), and equity securities of diversified non-correlating market sectors and averages to maximize long-term returns for a given level of risk. |
Natural ResourcesNATR |
Relative Value |
Objective: Long term capital appreciation by investing in equity securities in the energy and natural resource industries. |
Real Estate Investment TrustREIT |
Relative Value |
Objective: Provide income and capital growth by investing primarily in publicly traded securities of real estate companies. |
GLOBAL |
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STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Balanced TaxableBTAX |
Specialty |
Objective: Seeks to maximize the risk-adjusted total return of the portfolio over a full market cycler. |
Emerging MarketsEMRG |
Specialty |
Objective: Long-term growth of capital the manager intends to invest the portfolio in primarily emerging market country specifics ETFs, based on the manager’s opinion of the growth rate and relative value of the respective emerging market countries.
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Global BalancedGBAL |
Core |
Objective: This blends capital market, strategic and tactical asset allocation. and active risk management to attempt to develop and implement optimal portfolios for clients interested in the benfits of diversification obtained by investing in US and international equities, and fixed income securities. |
Global DividendGDIV |
Specialty |
Dividend Objective: Is to blend capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal high yielding equity portfolios for clients interested in cross asset class strategies to meet their investment needs. |
Global EquityGEQT |
Core |
Objective: This blends capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal portfolios. For clients interested in adding cross-asset class strategies to their investment needs. |
FIXED INCOME |
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|---|---|---|
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
ConvertibleCONV |
Convertible |
Objective: Generate both income and growth consistent with maximizing the portfolio’s risk adjusted total return over a full market cycle. |
Fixed IncomeTAX/B |
Fixed Income |
Objective: This invests primarily in government. corporate, and high yield fixed income exchange traded funds (ETFs).
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Income-ConservativeTAXFI |
Corporate/Treasury |
Objective: The primary objective of this style is preservation of capital through the construction of a high quality portfolio of taxable securities. Eligible investments include short and intermediate duration investment grade corporates, Treasury and government agency issuers. |
Municipal BondMUNIC |
Municipal |
Objective: The primary objective of this style is preservation of capital through the construction of a high-quality portfolio of short to intermediate duration tax exempt securities. |
Municipal/Corporate/
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Customized Fixed Income |
Objective: Personalized fixed income portfolio; $500,000 minimum. |
SUMMARY OF INVESTMENT STYLES
Your Moran Wealth financial advisor will begin building your portfolio by first identifying your unique investment style based on a variety of factors, such as income, risk tolerance, diversification, investment and financial goals, and preferred market exposure. This will help us select a suitable strategy for you, allowing us to use a personalized approach to asset allocation and securities selection that meets your needs and yields the desired short-and long-term results.
Click the button below to view a summary of investment styles,
or review fact sheets and detailed strategy information above.
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