Morton Brown, Inc. (“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.
Morton Brown may utilize third-party websites that include social media websites, blogs and other interactive content. 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.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Morton Brown’s advisory persons after you have entered into an advisory agreement and provided Morton Brown with all requested information about your background.
If you have any questions regarding our social media policies, please contact us at info@MortonBrownFW.com.