Pooled Funds

Morley Financial Services is a leader in the field of advising stable value pooled funds (also known as collective trust funds) distributed by or offered by banks, trust companies, and other financial institutions. Stable value pooled funds are available directly to plan sponsors or through investment platforms.

For more information on Morley’s pooled funds, including historical performance, portfolio characteristics, portfolio holdings information, fees and expenses, disclosure documentation, and audited financial report, please contact us.

For information regarding a Principal Life Insurance Company wrap contract that may be utilized by Morley’s pooled funds, please click here.

If you are a plan participant in a pooled fund managed by Morley, please contact your benefits administrator for more information on the fund.