Who we are

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 experience


History

 

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, 2016, we manage over $17 billion in assets.

In 2007, Morley Financial Services, Inc. became an indirect, wholly owned subsidiary of Principal Financial Group (Principal) and an affiliate of Principal Global Investors (PGI). Morley remains a separate subsidiary 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.

Investment management services are provided by Morley Capital Management, Inc., a subsidiary of Morley Financial Services, Inc., and trust services are provided through an affiliated trust company, Principal Global Investors Trust Company, both are wholly owned subsidiaries of Morley Financial Services, Inc.