top of page

Our Family|Our View

Mission Statement

This world seems to get more and more complicated, and the financial industry less and less transparent.  It doesn’t have to be that way.  Every financial firm has the power to choose integrity, just as every investor can choose prudence and moderation.  Our mission at MOR Wealth Management is to help clients avoid risk they do not fully understand, and to empower our clients to live fulfilling lives without financial worry. Attention to detail really does matter, and a commitment to teamwork from both client and advisor can redefine financial success.

MOR Wealth Management has a deep-seated commitment to community and environmental stewardship which permeates every aspect of our service and purpose.  Warren Buffett once said “If you’re in the luckiest one per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent.”  Inherently, our company operates within a wealthy community.  It is therefore the responsibility of our firm, our staff, and our family of clientele to be mindful of the community at large.

In order to maintain the high quality culture within our family of clientele, all staff and clients are expected to act as positive examples within their local community and the environment.  MOR Wealth Management strives to return 20% of our profits or 5% of revenue to the community each year and we ask that all clients donate at least 0.3% of their earned income each year to charitable causes.

Socially Responsible Investing

No individual company shall be included in the MOR Wealth Management hypothetical models, or otherwise be owned by a client which 1) Ranks in the bottom quartile for environmental/sustainable/corporate governance as per the average percentile ranking of SustainAnalyitics® and RobecoSAM® aggregate ESG score or 2) Supports, or willfully disregards any opinion or action, whether political, social, or otherwise, that we, in our discretion, find harmful to the community or the environment.  No mutual fund shall be included in the MOR Wealth Management hypothetical models, or otherwise be owned by a client which ranks in the bottom tertile for environmental/sustainable/corporate governance as per Morningstar.  Furthermore, any such investment owned by a client or perspective client transferred to MOR Wealth Management, must be divested within 366 days. (Unless certain specific conditions exist including but not limited to Rule 144 Control Stock.) The above-mentioned screens on all investments considered practical for screening shall be conducted no less than semi-annually.

*Investing in the stock market may produce monetary gains or losses and may not be suitable for all investors. An investment’s socially responsible focus may limit the options available to the investment or investment manager. Due to the impracticality of assessing of certain assert classes, such as U.S. municipal securities, government securities, currency, commodities, etc., not all assets classes can be analyzed

bottom of page