ATTAIN A HIGHER STANDARD OF WEALTH MANAGEMENT

The integrated suite of wealth services you will find at Morse Capital Partners is custom built to address the varied needs of affluent individuals. The approach to service always begins with a deep understanding of a client’s goals, dreams and tolerance for risk. We believe our clients benefit from the best practices our financial professionals have accumulated after advising wealthy individuals and families for nearly three decades.

Wealth Planning Services

  • Financial Planning

  • Executive Compensation Planning

  • Corporate Retirement Plan Selection

  • Business Financial Analysis

  • Asset Protection Planning

  • Family Legacy Planning

Investment Management Services

  • Money Manager Selection and Due Diligence

  • Investment Research and Analysis

  • Model Portfolio Construction

  • Consolidated Reporting

Financial Concierge Services

  • Active Coordination with Estate Planning Attorneys, Tax Specialists and Bankers

  • Bill Paying

  • Large Purchase Negotiation

MORSE CAPITAL HELPS YOU RISE ABOVE THE REQUISITE RESPONSIBILITIES OF ASSET MANAGEMENT

For busy, successful individuals, time ceases to be a commodity. Its intrinsic value grows with each passing minute. That’s why it is important to make the most of your time by placing the time-consuming task of managing your wealth in the hands of financial professionals. We provide discretionary asset management services to individuals and institutions and remain committed to following a disciplined investment process.

Our service begins with the development of your investment policy statement (IPS). Based on your goals, tolerance for risk, investment preferences, time horizon and expectation for returns, your IPS provides the framework from which sound investment decisions can be made.

We know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. We also believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship. Ongoing communication, transparency and your IPS help to ensure the strategy and portfolio remain consistent with your objectives and preferences.

Asset allocation does not guarantee a profit nor protect against loss.

FULLY INTEGRATED PROFESSIONAL SERVICES SUPPORT YOUR FINANCIAL PERFORMANCE

The comprehensive financial planning requirements and complex wealth management needs of our clients go far beyond the services one would expect to receive at a typical advisory practice. That is why we have developed deep relationships with estate planning attorneys, CPA firms and banking professionals.

Through this network, our financial professionals strive to provide a high level of service to help ensure our clients’ legacies are properly planned, taxes are mitigated appropriately, and that cash and credit are well managed.