Priscilla Brehm

wealth advisor at Morton Capital Management - Agoura Hills, CA, US

Priscilla Brehm's Contact Details
HQ
818 222-4727
Location
Company
Morton Capital Management
Priscilla Brehm'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 Priscilla Brehm
Priscilla Brehm currently works for Morton Capital.
Priscilla Brehm's role at Morton Capital is wealth advisor.
Priscilla Brehm's email address is ***@mortoncapital.com. To view Priscilla Brehm's full email address, please signup to ConnectPlex.
Priscilla Brehm works in the Investment Management industry.
Priscilla Brehm's colleagues at Morton Capital Management are Wade Calvert, Kevin Rex, Brian Mann, Claudette McCarroll, Benjamin Markman, Lauren Lindvall, Michelle (Green) and others.
Priscilla Brehm's phone number is ["+18183409017"]
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