About us

Morton Capital Management is a fee-only registered investment advisor founded in 1983 on the principles of objectivity and independence. We have a long history of flexibility and a willingness to “go anywhere” in the investment universe to unlock value for our clients. We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. As of December 31, 2014, we manage $1.44 billion for over 700 families and institutions. Of those relationships, over 25% exceed a decade in length.

Our strength is our people. We have assembled a seasoned team of professionals and advisors to help guide clients through turbulent markets and solve complex problems. Our investment philosophy and innovative approach to risk management has been derived from our long-term experience through multiple market cycles.

We have offices in Calabasas and Santa Barbara, California.