Morton Brown Family Wealth, LLC (“Morton Brown”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Morton Brown provides investment advisory and related services to clients nationally. Morton Brown will maintain all applicable notice filings, registrations and licenses as required by the SEC and various state regulators in which Morton Brown conducts business. Morton Brown renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
This website is intended to provide general information about Morton Brown and its team. It is not intended to offer investment advice or to recommend the purchase and sale of any investment product. Information is provided to learn about our advisory services, our people and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Morton Brown does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
If you have any questions regarding Compliance and Regulatory information, please contact us info@MortonBrownFW.com.
Morton Brown often communicates with its clients and prospective clients through e-mail and other electronic means. Your privacy and security are very important to us. Morton Brown makes every effort to ensure that e-mail communications do not contain sensitive information. We remind our clients and others not to send Morton Brown private information over e-mail as it is not secure. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: For your protection, Morton Brown does not accept trading or money movement instructions via e-mail.
As an RIA, Morton Brown e-mails are subject to inspection by the Chief Compliance Officer (“CCO”) of Morton Brown and the various securities regulators.
If you have received an e-mail from Morton Brown in error, we ask that you contact the sender and destroy the e-mail and its contents.
If you have any questions regarding our e-mail policies, please contact us at info@MortonBrownFW.com.
Social Websites & Blog
Morton Brown may utilize third-party websites that include social media websites, blogs and other interactive content. Morton Brown may also post their own Blog Content on their website as well as other social media websites. Morton Brown considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Morton Brown will retain a copy of information that Morton Brown or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of Morton Brown or the securities regulators.
Please remember that past performance may not be indicative of future results. Certain information set forth may contains “forward-looking information”. These statements are not guarantees of future performance and undue reliance should not be placed on them. Morton Brown undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown FamilyWealth LLC (“Morton Brown”) or any non-investment related content, made reference to directly or indirectly in any post or original blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You cannot invest directly in an index. Performance of any index does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in an index. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.
Moreover, you should not assume that any discussion or information contained in any post or blog serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Please remember that if you are a Morton Brown client, it remains your responsibility to advise Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Morton Brown is neither a law firm nor a certified public accounting firm and no post or portion of any blog content should be construed as legal or accounting advice.
If you have any questions regarding our social media policies or blog content, please contact us at info@MortonBrownFW.com.