Claudette McCarroll

Operations Administrator at Morton Capital Management - Agoura Hills, CA, US

Claudette McCarroll's Colleagues at Morton Capital Management
Lauren Lindvall

Client Operations Administrator

Contact Lauren Lindvall

Michelle (Green)

Client Services Administrator

Contact Michelle (Green)

Trent Paddon

Client Services Administrator

Contact Trent Paddon

Ian Rennick

Client Operations Administrator

Contact Ian Rennick

Karla G.

Client Service Associate

Contact Karla G.

Olivia Payne

Associate Wealth Advisor

Contact Olivia Payne

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Claudette McCarroll's Contact Details
HQ
818 222-4727
Location
Company
Morton Capital Management
Claudette McCarroll'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 Claudette McCarroll
Claudette McCarroll currently works for Morton Capital.
Claudette McCarroll's role at Morton Capital is Operations Administrator.
Claudette McCarroll's email address is ***@mortoncapital.com. To view Claudette McCarroll's full email address, please signup to ConnectPlex.
Claudette McCarroll works in the Investment Management industry.
Claudette McCarroll's colleagues at Morton Capital Management are Benjamin Markman, Lauren Lindvall, Michelle (Green), Trent Paddon, Ian Rennick, Karla G., Olivia Payne and others.
Claudette McCarroll's phone number is 818 222-4727
See more information about Claudette McCarroll