Morton Brown Team

Quarterly Investment Commentary

Morton Brown Family Wealth and East Bay Investment Solutions work together to produce an informative newsletter summarizing market movement, returns, and performance.

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East Bay Financial Services, LLC and Morton Brown Family Wealth have an arrangement whereby Easy Bay Financial Services, LLC provides model recommendations on a consulting basis to Morton Brown Family Wealth. Morton Brown Family Wealth maintains full discretion and trading authority over its clients’ accounts.

This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein.  This document is intended for the exclusive use of clients or prospective clients of Morton Brown Family Wealth. Content is privileged and confidential.  Information has been obtained by a variety of sources believed to be reliable though not independently verified.  To the extent capital markets assumptions or projections are used, actual returns, volatilities and correlations will differ from assumptions. Historical and forecasted information does not include advisory fees, transaction fees, custody fees, taxes or any other expenses associated with investable products. Actual expenses will detract from performance.  Past performance does not indicate future performance.

The sole purpose of this document is to inform, and it is not intended to be an offer or solicitation to purchase or sell any security, or investment or service. Investments mentioned in this document may not be suitable for investors. Before making any investment, each investor should carefully consider the risks associated with the investment and make a determination based on the investor’s own particular circumstances, that the investment is consistent with the investor’s investment objectives.  Information in this document was prepared by East Bay Financial Services, LLC. Although information in this document has been obtained from sources believed to be reliable, East Bay Financial Services, LLC does not guarantee its accuracy, completeness or reliability and are not responsible or liable for any direct, indirect, or consequential losses from its use. Any such information may be incomplete or condensed and is subject to change without notice.

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 Family Wealth, LLC, or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Please Note: If you are a Morton Brown Family Wealth client, please remember to contact Morton Brown Family Wealth, 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. Morton Brown Family Wealth shall continue to rely on the accuracy of information that you have provided. If you are a Morton Brown Family Wealth client and have not been receiving account statements (at least quarterly) from the account custodian, please notify Morton Brown Family Wealth.