Featured Strategy
MODERATE VALUE
MVAL
- Invests in mid to large capitalization companies that are undervalued relative to their peers.
- Utilizes a quantitatively based ranking system identify stocks for inclusion in the strategy.
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.
Below is a complete list of our strategies with links to in-depth fact sheets for each.
Large Capitalization
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Conservative Select CSEL |
Core |
Objective: This strategy seeks long-term capital appreciation and current income. |
Core Value CVAL |
Core |
Objective: This strategy seeks to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark. |
Conservative FDIV/CGRO |
Core |
Objective: This strategy seeks long-term capital appreciation and current income. |
Generational Growth Portfolio GENG |
Growth |
Objective: This strategy seeks long-term capital appreciation by investing in high-quality growth securities with above-average compounded revenue and earnings outlook. |
Sentiment Leaders HYPE |
Growth |
Objective: The strategy seeks aggressive capital growth and has the potential for high turnover. |
Low Beta LOWB |
Value |
Objective: The strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by focusing on reducing downside volatility. |
Macroeconomic Model ECON |
Core |
Objective: This strategy seeks to provide higher risk-adjusted returns than the S&P 500 Index by holding securities that will benefit from changes in the economic climate. |
Socially Responsible Investing SRI |
Core |
Objective: The strategy seeks long-term capital appreciation while incorporating environmental, social, and governance (ESG) factors into the investment process. |
Concentrated Value VALU |
Value |
Objective: The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle. |
All Capitalization
STRATEGY
|
CATEGORY |
OBJECTIVE |
Domestic Equity DEQT |
Core |
Objective: This strategy seeks to make a series of diversified investments in a risk-controlled framework, delivering consistent added value over a full business cycle. |
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. |
Strategic Growth
GROW |
Growth |
Objective: This strategy seeks long-term capital appreciation by investing in high-growth companies.
|
Millennium MILL |
Growth |
Objective: The strategy seeks long-term capital appreciation by investing in specific growth sectors that benefit the most from changing demographics of the population. |
Moderate Growth MGRO |
G.A.R.P.** |
Objective: The strategy seeks capital appreciation by investing in companies with greater than average growth characteristics and attractive valuations. |
Moderate Value MVAL |
Relative Value |
Objective: This strategy seeks capital appreciation by investing in high quality companies with below average valuations. |
Momentum Alpha MOMA |
Core |
Objective: The strategy seeks aggressive long-term capital appreciation by investing in securities with an emerging upward trend while selling those entering a downward trend. |
Moderate MSEL |
Core |
Objective: The strategy seeks long-term capital appreciation by investing in a diversified portfolio of growth and value stocks. |
Small Capitalization
STRATEGY
|
CATEGORY |
OBJECTIVE |
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. |
Small Cap Growth SGRW |
Growth |
Objective: The strategy seeks long-term capital appreciation by investing in small-capitalization growth stocks.
|
Small Cap Select SSEL |
Core |
Objective: The strategy seeks long-term capital appreciation by investing primarily in small-capitalization stocks. |
Small Cap Value SVAL |
Relative Value |
Objective: The strategy seeks long-term capital appreciation by investing primarily in small-capitalization value stocks |
Small Cap Value International SCVI |
Core |
Objective: The strategy seeks long-term capital appreciation through exposure to non-US small-capitalization companies that are undervalued relative to their peers. |
Small Mid Cap Strategic Beta SMID |
Core |
Objective: The strategy seeks long-term capital appreciation and risk-adjusted returns that exceed that of the Russell 2500 Index over a full business cycle. |
Alternative Assets
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Hedge Equity HDGE |
Specialty |
Objective: The strategy seeks to provide reduced exposure to equity markets and low correlation to traditional asset classes while maintaining the potential for long-term returns. |
Natural Resources NATR |
Relative Value |
Objective: The strategy seeks to provide investors with exposure to a range of commodities through ownership of stock in commodity producing companies. |
Real Estate Investment Trust REIT |
Relative Value |
Objective: The strategy seeks to provide income and capital growth by investing in publicly traded securities of real estate companies. |
Global
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Global Balanced GBAL |
Core |
Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle. |
Global Dividend GDIV |
Specialty |
Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle. |
Global Equity GEQT |
Core |
Objective: This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle. |
International Select Developed and Emerging ISDE |
Core |
Objective: The strategy seeks long-term capital appreciation by participating in non-US equity markets. |
Fixed Income
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Balanced Taxable BTAX
|
Specialty |
Objective: This strategy seeks to maximize risk-adjusted total return over a full market cycle. |
Income-Conservative TAXFI |
Corporate/Treasury |
Objective: The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of short to intermediate duration taxable securities. |
Long Duration Fixed Income LDFI |
Corporate/Treasury |
Objective: The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of intermediate to long duration taxable securities. Link to Fact Sheet |
Municipal Bond MUNIC |
Municipal |
Objective: The strategy seeks preservation of capital through the construction of a high-quality portfolio of short- to intermediate-duration tax-exempt securities. |
Municipal/Corporate/ BOND |
Customized Fixed Income |
Objective: Personalized fixed income portfolio; $500,000 minimum. |
ETF/Mutual Funds
STRATEGY DETAILS |
CATEGORY |
OBJECTIVE |
Broad Market Bear BEAR |
ETF |
Objective: This strategy seeks to profit from negative returns in the broad market and provide downside protection for a portfolio. The strategy uses a diverse list of inverse ETFs in an effort to gain – 1X exposure to a set of various indices and sectors with the goal of targeting a negative correlation to one of the major market indices. |
Convertible CONV |
Convertible |
Objective: This strategy seeks to give investors exposure to convertible bonds and preferred equity securities while aiming to earn a higher yield with less risk relative to its benchmark. |
Dynamic Income Allocation DIAP |
Specialty |
Objective: The strategy seeks to deliver a current yield in excess of the 10-year US Treasury rate with approximately half the realized volatility of the stock market. |
Fixed Income TAXB |
Fixed Income |
Objective: The strategy seeks to maximize current income and capital preservation by investing in a diverse portfolio of various fixed income ETFs. |
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.
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INFORMATION
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