Jason Swokins's Contact Details

Jason Swokins's Company Details

Morley Financial Services Inc

Portland, OR, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Morley Capital Management was founded in 1982, our first discretionary account opened in February 1984. Since then, we have focused almost exclusively on managing capital preservation assets for our institutional clients. As of December 31, 2018, we manage over $17 billion in assets. We are a leader in advising stable value and fixed income collective investment trusts (CITs); our stable value CITs are available direct to plan sponsors as well as on over 30 platforms. We also customize portfolios for plan sponsors with large balances looking for tailored solutions.Our mission is to design and construct capital preservation strategies to help investors achieve retirement and income goals. Our experience in creating solutions for institutional clients has established our firm as a valued leader in the industry. What separates us from others is our:• Innovative solutions tailored to meet client investment needs• Empirically supported proprietary portfolio optimization model• Consistent and disciplined investment approach• Diversified investment strategies• Seasoned teams collaborating to ensure a distinct client experienceIn 2007, Morley Capital Management (Morley) became an indirect, wholly owned subsidiary of Principal Financial Group (Principal). Morley is a specialized investment boutique of Principal Global Investors, LLC (PGI) with an autonomous investment process. Our affiliation with Principal provides deep resources for support functions, such as finance and legal, as well as access to distribution channels that provide growth opportunities for our firm.