Additional information

Overview:

Founded in 1981 as an SEC registered investment advisor, Morse, Williams & Company provides separate management for tax-exempt institutions and taxable clients.

What Morse, Williams provides to achieve your investment goals:

• Depth of Investment Experience
• Investments to meet specific needs
• Sophisticated analytics to achieve above average returns
• Focused research to seek out companies with superior growth prospects
• Separate Portfolio Management

History:

Morse, Williams & Company, Inc. commenced operations in 1981 with $8 million of assets under management. The firm is employee owned, after once being a part of Hambrecht & Quist, investment bankers. The client base, as of year-end 2006, consists of $270 million in assets. Throughout its 25+ year history emphasis has been placed on achieving clients' investment objectives within a defined risk tolerance and diversified portfolios. The firm's growth can be attributed to referrals and recommendations of current clients.

Tax-exempt clients comprise about 50% of the managed assets and consist of qualified plans, foundations, endowments and charitable trusts. Taxable accounts, representing about 50% of assets under management, consist of high net-worth individuals and trusts

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