Moreton Capital Markets, LLC, is a registered broker-dealer with an experienced team of investment professionals serving institutional investors from various central and western U.S. locations. We recognize you have countless tasks and responsibilities in addition to managing investments, and we are here to help:
- Experienced representatives with specialized experience serving clients like you: public entities, mid-market corporations, community banks, credit unions, and independent advisors. Our representatives average about 20 years industry experience!
- A vast array of product options from our robust network of investment providers ensure a broad selection of fixed income products, as well as mutual funds and managed accounts.
- Reporting tools powered by industry leading providers enable best in class reporting for accounting or portfolio analysis.
- Communication and education to ensure you are confident in your investment decisions. Frequent travel enables our representatives to provide in person visits to your location as needed, resulting in superior customer service.
- Our consultative approach emphasizes a disciplined priority of capital preservation, liquidity, and then yield. Wall Street expertise, Main Street sensibilities.
Moreton Capital Markets does not carry proprietary products for our representatives to sell. We continually monitor market conditions to match your needs with the products and services available today, and in the future. As a result, we provide recommendations that are truly focused on your investment goals and objectives. This consistent focus results in long-term relationships. We go the extra mile to deliver the capital markets to you!
Our firm has a contractual agreement with RBC Correspondent Services® to serve as our clearing firm. Client assets are held by RBC Capital Markets, LLC.®