MORTON CAPITAL MANAGEMENT, LLC, a California limited liability company doing business as Morton Wealth ("Morton") is an SEC registered investment adviser and may only render investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Registration with the SEC and/or other jurisdictions does not imply any level of skill or training. Additional information regarding Morton is available on the SEC’s website at
This website is provided for educational purposes only and should not be considered as investment advice or recommendation to buy or sell any types of securities. Morton makes no representation that the strategies described throughout this website are suitable or appropriate for any person. You should consult with your current financial, legal, and tax professionals to thoroughly review all information and consider all ramifications before implementing any transactions and/or strategies concerning your finances.
Additionally, the Morton website presents content in the form of interviews, articles, podcasts, and other media that often feature the thoughts and opinions of third-party individuals who may not be affiliated with Morton. Views or opinions expressed by these individuals are their own and should not be construed to represent the views or opinions of Morton. Any views and opinions expressed are as of the date of the recording and are subject to change. They are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your financial, legal, and tax professionals before implementing any transactions and/or strategies concerning your finances.
Awards, rankings, and other forms of recognition are generally based exclusively on information submitted by Morton Capital (“Morton”) or its advisors and does not ensure that a client or prospective client will experience a certain level of results or satisfaction if Morton is engaged. Past performance may not be indicative of future results. A copy of Morton’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
CFA® – Chartered Financial Analyst® – This is a professional designation related to financial planning. In order to earn a CFA®, a financial professional must have four years of previous experience, take and pass the required courses in a variety of financial planning areas, and pass all required examinations. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP® – Certified Financial PlannerTM – This is a professional designation related to financial planning. In order to earn a CFP® designation, a financial professional must have a bachelor’s degree and three years of previous experience, complete the education requirements of the CFP® Board, pass the CFP® exam, and meet continuing education requirements.
ChFC® – Chartered Financial Consultant® – This is a professional designation related to financial planning. In order to earn a ChFC®, a financial professional must have three years of previous experience, take and pass nine courses in a variety of financial planning areas, and meet continuing education requirements.
CMFC® – Chartered Mutual Fund CounselorSM – This is a professional designation related to mutual funds. In order to earn a CMFC®, a financial professional must take and pass all required courses for the designation, pass the examination, and meet continuing education requirements.
CPWA®- Certified Private Wealth Advisor® – This is a professional designation related to advanced financial planning. In order to earn a CPWA®, a financial professional must take and pass all required courses for the designation on a variety of wealth management topics, adhere to a code of ethics, and meet continuing education requirements.
CEPA®- Certified Exit Planning Advisor® – This is a professional designation related to providing advice to transitioning business owners. In order to earn a CEPA®, a professional must meet applicable professional and educational criteria, take and pass all required courses for the designation on a variety of topics relevant to business exit planning, and meet continuing education requirements.
