Chelsea Ganey, CFA, Chief Strategy Officer for Moran Wealth Management, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss how Moran Wealth Management provides value to clients.
Moran Wealth Management, located in Naples, Florida, broke away from Wells Fargo a year ago. The firm now manages over $4 billion in assets for high-net-worth and institutional clients. The team of over 40 people includes 14 equity partners in the firm.
A highlight of the firm is the integration of wealth management and asset management, bringing a broad range of services to clients at lower costs. The wealth management team provides services for financial planning, estate planning, and tax planning. The portfolio management team focuses on asset management in twenty proprietary investment strategies. Having an in-house asset management team eliminates the fees from outsourcing investment management to outside firms. As a newly independent firm, Moran Wealth Management is expanding its offerings to include alternatives with the goal of providing expanded diversification and risk management opportunities for clients. Recently, client conversations have been focusing on real estate and private credit.
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