Moreton Asset Management
Investment ManagementView the employees at
Moreton Asset Management-
Jordan Hansen Managing Partner/Chief Investment Officer at Moreton Asset Management
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Salt Lake City, Utah, United States
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Top 5%
Andy Robbins Managing Partner at Moreton Asset Management, LLC-
Centerville, Utah, United States
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Top 5%
Jace Richards Utah State University Senior - Level II Candidate in the CFA Program-
Rising Star
Jason Williams President at Moreton Asset Management-
Farmington
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Top 5%
Hyrum Chen Asset & Wealth Management | Marriott School of Business - Finance-
Provo, Utah, United States
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Rising Star
Overview
Based in Salt Lake City, UT, Moreton Asset Management provides investment advisory services for corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. Moreton specializes in structuring fixed income portfolios that are tailored to meet the specific liquidity and diversification needs of our clients. Moreton maintains a low client-to-portfolio manager ratio that ensures frequent meaningful client interaction. The Moreton team has over 60 years of combined experience structuring fixed-income accounts and has the skill set required to navigate various interest rate environments. Moreton Asset Management serves clients in the western United States with a focus in Utah, Nevada, Wyoming, and Idaho.
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