Morley Financial Services, Inc.
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- Morley Capital Management was founded in 1982, our first discretionary account opened in February 1984. Since then, we have focused almost exclusively on managing capital preservation assets for our institutional clients. As of March 31, 2017, we manage over $17 billion in assets. We are a leader in advising stable value and fixed income collective investment trusts (CITs); our stable value CITs are available direct to plan sponsors as well as on over 30 platforms. We also customize portfolios for plan sponsors with large balances looking for tailored solutions.Our mission is to design and construct capital preservation strategies to help investors achieve retirement and income goals. Our experience in creating solutions for institutional clients has established our firm as a valued leader in the industry. What separates us from others is our:Innovative solutions tailored to meet client investment needsEmpirically supported proprietary portfolio optimization modelConsistent and disciplined investment approachDiversified investment strategiesSeasoned teams collaborating to ensure a distinct client experience
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Headquarters:1300 Southwest Fifth Avenue Suite 3300, Portland, Oregon, United States
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Phone Number: +1 503-484-9300
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Website: https://www.morley.com
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Employees:13
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Revenue:$10 - 50M
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Legal Name:Morley Financial Services, Inc.
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Morley Financial Services, Inc.'s Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Morley Financial Services, Inc.
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Where are Morley Financial Services, Inc.'s Headquarters?
Morley Financial Services, Inc.'s Headquarters are in 1300 Southwest Fifth Avenue Suite 3300,Portland,Oregon,United States
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What is Morley Financial Services, Inc.'s phone number?
Morley Financial Services, Inc.'s phone number is +1 503-484-9300
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What is Morley Financial Services, Inc.'s official website?
Morley Financial Services, Inc.'s official website is https://www.morley.com
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What is Morley Financial Services, Inc.'s Revenue?
Morley Financial Services, Inc.'s revenue is $10 - 50M
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What is Morley Financial Services, Inc.'s NAICS code?
Morley Financial Services, Inc.'s NAICS code is 523920
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How many employees are working in Morley Financial Services, Inc.
Morley Financial Services, Inc. has 13 employees
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What is Morley Financial Services, Inc.'s Industry?
Morley Financial Services, Inc. is in the industry of Investment Management
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Who is Morley Financial Services, Inc.'s Vice President?
Morley Financial Services, Inc.'s Vice President is Perpetua Phillips