Featured Strategy
Core Value
CVAL
This strategy seeks capital appreciation and current income. The manager intends to achieve this goal by investing in dividend-paying, large-capitalization companies that are undervalued relative to their peers. This strategy will generally hold companies with yields greater than or equal to the yield of the S&P 500.
Strategies
The customized investment portfolios we construct utilize portfolio styles developed internally by the Portfolio Manager of 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.
The Portfolio Manager of 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
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
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Conservative Select CSEL |
Core |
Objective: Seeks long term growth of capital and current income.
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Core Value CVAL |
Core |
Objective: Seeks capital appreciation and current income.
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Conservative CGRO |
G.A.R.P.** |
Objective: Seeks capital appreciation and current income. |
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Low Beta LOWB |
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.
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Macroeconomic Model ECON |
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. |
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Socially Responsible Investing SRI |
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
STRATEGY
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CATEGORY |
OBJECTIVE |
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Domestic Equity DEQT |
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. |
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Focused Value FVAL |
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. |
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Millennium MILL |
Growth |
Objective: Seeks long term capital appreciation by investing in growth stocks likely to benfit from demographic trends. |
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Moderate Growth MGRO |
G.A.R.P.** |
Objective: Seeks long term capital appreciation by investing in a diversified portfolio of growth sectors. |
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Moderate Value MVAL |
Relative Value |
Objective: Seeks 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 Alpha MOMA |
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. |
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Select MSEL |
Core |
Objective: Seeks long term growth of capital. |
Small Capitalization
STRATEGY
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CATEGORY |
OBJECTIVE |
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Microcap MICRO |
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. |
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Small Cap Growth SGRW |
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 Select SSEL |
Core |
Objective: Seeks long term capital appreciation by investing in small cap growth and small cap value companies. |
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Small Cap Value SVAL |
Relative Value |
Objective: Seeks long term growth of capital by investing primarily in small capitalization value stocks. |
International
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Alternative Assets
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
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Alternative Investment ALTS |
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 diversified noncorrelating market sectors and averages to pursue long-term returns for a given level of risk. |
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Hedge Equity HDGE |
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 pursue long-term returns for a given level of risk. |
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Natural Resources NATR |
Relative Value |
Objective: Seeks long term capital appreciation by investing in equity securities in the energy and natural resource industries. |
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Real Estate Investment Trust REIT |
Relative Value |
Objective: Seeks income and capital growth by investing primarily in publicly traded securities of real estate companies. |
Global
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
| Global Balanced
GBAL |
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 Dividend
GDIV |
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 Equity
GEQT |
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. |
| International Select Developed and Emerging
ISDE |
Core |
Objective: Long-term capital appreciation by participating in non-US equity markets. The strategy has the ability to invest in broad-market ETFs and in shares of companies that, in the manager’s opinion, show greater potential for outperformance relative to their peers. |
Fixed Income
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
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Balanced Taxable BTAX
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Specialty |
Objective: Seeks to maximize the risk-adjusted total return of the portfolio over a full market cycler.
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Convertible CONV |
Convertible |
Objective: Seeks both income and growth consistent with maximizing the portfolio’s risk adjusted total return over a full market cycle. |
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Fixed Income TAX/B |
Fixed Income |
Objective: This invests primarily in government. corporate, and high yield fixed income exchange traded funds (ETFs).
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Income-Conservative TAXFI |
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. |
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Municipal Bond MUNIC |
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. |
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Municipal/Corporate/ BOND |
Customized Fixed Income |
Objective: Personalized fixed income portfolio; $500,000 minimum. |
SUMMARY OF
INVESTMENT STYLES
INVESTMENT MANAGEMENT
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.
REQUEST
INFORMATION
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