MEET THE HOME TEAM
Teamwork is intrinsic to our approach to pursuing your financial objectives.

 
Once clients have entered into an investment advisory program agreement, the PIM Portfolio Manager acts within the capacity of a fiduciary. As stated in the video these fiduciary duties are outlined in the SEC Investment Advisers Act of 1940.
The PIM (Private Investment Management) program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
 
 

LET'S TALK

Perhaps it’s time to seek our opinion about your portfolio. Are you new to Naples or a long time resident and in need of investment advice? Whatever your needs, make an appointment for a free consultation. We look forward to meeting you.

 
 
 

FEATURED STYLE

Investing with Moran Edwards Asset Management Group involves an ongoing review of your portfolio and assessment of new opportunities.

 

MARKET
MUSINGS

Our portfolio managers share their experience and insights with you.

 
 
 

WEEKLY INSIGHT

Looking back is often times as important as looking ahead. Weekly informational updates posted.

 

 

ON THE
RECORD

Based on the top 100 billionaires in the world, the average age for hitting millionaire status is 37, while the average billion dollar mark is 51.
Source: Visual Capitalist
 
China is producing more steel than the rest of the world combined. China produced a mammoth 76.7 million tonnes of steel in April, more than the 71.6 million tonnes produced by the rest of the world, according to World Steel Association data.
Source: Business Insider
 
Back in the 1940s and 1950s, more than 90% of the stock market was owned by households and individuals. As of the 4th quarter of 2017 households directly own 36% of the U.S. equity market.
Source:  Awealthofcommonsense.com