The Moreton Capital Markets team has a long history of serving institutional investors with the products and services listed below.

 

typical clients

  • Corporations
  • Municipalities
  • Utilities
  • Credit Unions
  • Community Banks
  • Insurance Companies
  • Hospitals
  • Investment Advisors
  • Non-profits

 

 

Products

  • U.S. Treasuries
  • Government Agencies
  • Corporate Bonds
  • Brokered Certificates of Deposit
  • Commercial Paper
  • Municipal Bonds
  • Mortgage Backed Securities
  • Preferred Stocks
  • Common Stocks
  • Exchange Traded Funds
  • Mutual Funds
  • Money Market Mutual Funds

Services

  • Portfolio Monitoring
  • Accounting and Analytic Reporting
  • Custody and Safekeeping
  • In-person Investment Review Meetings
  • Product and Market Education
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