Wade Calvert

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

Wade Calvert's Contact Details
HQ
818 222-4727
Location
Company
Morton Capital Management
Wade Calvert'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 Wade Calvert
Wade Calvert currently works for Morton Capital.
Wade Calvert's role at Morton Capital is Wealth Advisor, Partner.
Wade Calvert's email address is ***@mortoncapital.com. To view Wade Calvert's full email address, please signup to ConnectPlex.
Wade Calvert works in the Investment Management industry.
Wade Calvert's colleagues at Morton Capital Management are Cathy Cash, Mollie Privett, Priscilla Brehm, Wade Calvert, Kevin Rex, Brian Mann, Claudette McCarroll and others.
Wade Calvert's phone number is 818 222-4727
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