Empowering Confident
Who We Are
McMorgan was founded in 1969 on the belief that investors deserve to have confidence in their decisions, trust in the people they work with, and investment outcomes that exceed expectations.
Since then, we’ve stayed true to our mission: to empower confident investment decisions in strategies that diversify, preserve, and effectively grow capital.
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Years
of firm history
0
%
independent and
employee-owned
$
0
B
in assets
0
+ years
average client tenure
Who We Serve
Our team is entrusted with $10.9 billion in assets across a diverse client base that includes Taft-Hartley Plans, Endowments, Foundations, and Private Clients.
McMorgan Managed Accounts: Our Approach
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