Thao Truong

Associate Wealth Advisor at Morton Capital Management - Agoura Hills, CA, US

Thao Truong's Contact Details
HQ
818 222-4727
Location
United States
Company
Morton Capital Management
Thao Truong'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 Thao Truong
Thao Truong currently works for Morton Capital Management.
Thao Truong's role at Morton Capital Management is Associate Wealth Advisor.
Thao Truong's email address is ***@mortoncapital.com. To view Thao Truong's full email address, please signup to ConnectPlex.
Thao Truong works in the Investment Bank/Securities Brokerage industry.
Thao Truong's colleagues at Morton Capital Management are Chris Galeski, Christopher Wahl, Karla Gonzalez, Jessica Hull, Eric Selter, Paul McDonald, Brittany Yudkowsky and others.
Thao Truong's phone number is 818 222-4727
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