advisor doing research and technology

Research and Technology

The advent of technology brings the world to our doorsteps and creates opportunities for wealth managers who are sophisticated, independent, and experienced. Our team leverages our skills and savvy through research and technology to deliver the benefits this global access affords. We combine energy and dedication to focus on supporting clients with exceptional financial planning and portfolio management. Our impressive tools and technology ensure our ability to seamlessly serve clients across the country.

Client Tools and Technology

advisor Research and technology

We are students of investing. When doing research, we look to diversified sources to help us understand market movements. We seek thoughtful and current voices in the financial industry as well as the perspectives of great thinkers in many disciplines who help us to be better investors and decision makers.

Serving Your Best Interest

Our technology is impressive. Our commitment to a personalized client experience is unparalleled.

Morton Brown does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Morton Brown website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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 an investment product. Advice may only be provided by Morton Brown’s advisory persons after entering into an advisory agreement and providing Morton Brown with all requested background and account information.

The Riskalyze service is offered for informational and educational purposes only. No information contained  in your Riskalyze report should be considered as investment advice or an investment recommendation offered by Morton Brown. Riskalyze is an unaffiliated third party service and is not registered with the Securities and Exchange Commission as an investment advisor or a broker-dealer. Neither Riskalyze nor Morton Brown make any representation as to the suitability of the Riskalyze services for any purpose and Morton Brown will not be liable for any consequences or damages that may arise through your use of Riskalyze. Information provided in connection with use of the Riskalyze service should be construed as a solicitation or offer to sell or recommend securities, financial advice, or insurance products.