FEATURED STRATEGY

Global Dividend Strategy

GDIV

The objective of this portfolio 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. This style seeks to capture the benefits of diversification and the advantages that come from the dissimilarity in return patterns across different asset classes. It is designed to make a series of lowcorrelated, higher yielding investments in a risk-controlled framework and to deliver consistent added value over a full business cycle.

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.

DOMESTIC EQUITY LARGE CAPITALIZATION

STRATEGY DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

Growth

CGRO (11/30/1995)

Conservative Growth

G.A.R.P.**

Objective: Capital appreciation and current income.
Conservative Select

CSEL (10/1/2004)

Conservative Select

Core

Objective: Long term growth of capital and current income.
Core Value

CVAL (12/31/2000)

Core Value

Core

Objective: Capital appreciation and current income.
Defensive Total Return

DTRS (5/31/1999)

Defensive Total Return

Value

Objective: Long term capital appreciation and reduced portfolio volatility.

Link to Fact Sheet

Low Beta

LOWB (12/7/2012)

Low Beta

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 Model

ECON (12/7/2012)

Macroeconomic Model

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.

Link to Fact Sheet

Socially Responsible Investing

SRI (11/30/2010)

Socially Responsible Investing

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.

Link to Fact Sheet

 

DOMESTIC EQUITY ALL CAPITALIZATION

STRATEGY
DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

Domestic Equity

DEQT (1/13/2017)

Domestic Equity

Core

Objective: This portfolio 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 Value

FVAL (10/31/2013)

Focused Value

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.

Link to Fact Sheet

Millennium

MILL (3/23/1999)

Millennium

Growth

Objective: Seek long term capital appreciation by investing in growth stocks likely to benfit from demographic trends.

Link to Fact Sheet

Moderate Growth

MGRO (3/31/1990)

Moderate Growth

G.A.R.P.**

Objective: Long term capital appreciation by investing in a diversi?ed portfolio of growth sectors.

Link to Fact Sheet

Select

MSEL (5/31/1997)

Select

Core

Objective: Long term growth of capital.

Link to Fact Sheet

Moderate Value

MVAL (12/31/1995)

Moderate Value

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.

Link to Fact Sheet

Strategic Equity Blend

STEB (8/31/2001)

Strategic Equity Blend

Core

Objective: Long term growth of capital.

Link to Fact Sheet

 

DOMESTIC EQUITY SMALL CAPITALIZATION

STRATEGY
DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

Microcap

MICRO (2/22/2017)

Microcap

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 Select

SSEL(9/5/2008)

Small Cap Select

Core

Objective: Long term capital appreciation by investing in small cap growth and small cap value companies.

Link to Fact Sheet

Tactical Small Cap

TSCV (12/31/2001)

Tactical Small Cap

Relative Value

Objective: Long term growth of capital by investing primarily in small capitalization value stocks.

Link to Fact Sheet

 

GLOBAL/INTERNATIONAL

STRATEGY DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

International

INTL (2/28/2001)

International

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.

Link to Fact Sheet

 

STRATEGY

STRATEGY DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

Alternative Investment

ALTS (11/12/2010)

Alternative Investment

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.

Link to Fact Sheet

Balanced Taxable

BTAX (6/6/1994)

Balanced Taxable

Specialty

Objective: Seeks to maximize the risk-adjusted total return of the portfolio over a full market cycler.

Link to Fact Sheet

Emerging Markets

EMRG (3/31/2014)

Emerging Markets

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.

Link to Fact Sheet

Global Balanced

GBAL (11/6/2008)

Global Balanced

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.

Link to Fact Sheet

Global Dividend

GDIV (5/5/09)

Global Dividend

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.

Link to Fact Sheet

Global Equity

GEQT (3/24/2009)

Global Equity

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.

Link to Fact Sheet

Hedge Equity

HDGE (3/25/2009)

Hedge Equity

Specialty

Objective: The portfolio 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.

Link to Fact Sheet

Natural Resources

NATR (11/30/2003)

Natural Resources

Relative Value

Objective: Long term capital appreciation by investing in equity securities in the energy and natural resource industries.

Link to Fact Sheet

Real Estate Investment Trust

REIT (3/4/2009)

Real Estate Investment Trust

Relative Value

Objective: Provide income and capital growth by investing primarily in publicly traded securities of real estate companies.

Link to Fact Sheet

 

FIXED INCOME

STRATEGY DETAILS

ASSET CLASS AND CATEGORY

OBJECTIVE

Convertible

ALTS (11/12/2010)

Convertible

Convertible

Objective: Generate both income and growth consistent with maximizing the portfolio’s risk adjusted total return over a full market cycle.

Link to Fact Sheet

Municipal Bond

MUNIC (2/15/2017)

Municipal Bond

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.
Fixed Income

TAX/B (8/31/2008)

Fixed Income

Fixed Income

Objective: This invests primarily in government. corporate, and high yield fixed income exchange traded funds (ETFs).

Link to Fact Sheet

Income-Conservative

TAXFI (1/25/2017)

Corporate/Treasury

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/Corporate/
Government

BOND

Customized Fixed Income

Customized Fixed Income

Objective: Personalized fixed income portfolio; $500,000 minimum.

Link to Fact Sheet

 

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 marked exposure. This will help us select a portfolio that suits your investment style, 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 visit our
Portfolio page for individual fact sheets and detailed information.

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