Brandon CFP

Director of Advisory Services at Morton Capital Management - Agoura Hills, CA, US

Brandon CFP's Contact Details
HQ
818 222-4727
Location
Company
Morton Capital Management
Brandon CFP's Company Details
Morton Capital Management logo, Morton Capital Management contact details

Morton Capital Management

Agoura Hills, CA, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

At Morton Capital, our philosophy is simple: curate portfolios made from high-quality companies, and generate consistent monthly income through the use of put and call options.We identify strategic entry points for equities through technical and fundamental analysis, and sell put options to potentially enter positions at strong areas of price support. When stocks are assigned, we then sell covered call options on these new positions to produce further income. This strategy has enabled our clients to achieve consistent, double-digit yearly growth.

Wealth Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Morton Capital Management
Frequently Asked Questions about Brandon CFP
Brandon CFP currently works for Morton Capital.
Brandon CFP's role at Morton Capital is Director of Advisory Services.
Brandon CFP's email address is ***@mortoncapital.com. To view Brandon CFP's full email address, please signup to ConnectPlex.
Brandon CFP works in the Investment Management industry.
Brandon CFP's colleagues at Morton Capital Management are Dan Charoenrath, Clarisse Sullivan, Laura Henriquez, Sarah Ellis, Jamie Domke, Wade Calvert, Cathy Cash and others.
Brandon CFP's phone number is 818 222-4727
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