Moreton Asset Management Email Format

Investment ManagementUtah, United States0-1 Employees

Moreton Asset Management is an investment advisory firm based in Salt Lake City, Utah, that focuses on structuring fixed income portfolios for a diverse client base, including corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. The firm emphasizes tailoring liquidity and diversification to each client’s needs, and maintains a low client-to-portfolio manager ratio to support frequent, meaningful interactions with clients. With over six decades of combined experience in fixed-income accounts and a proven ability to navigate varying interest rate environments, Moreton serves clients across the western United States, with a concentration in Utah, Nevada, Wyoming, and Idaho. In May 2026, the company was acquired by Meeder Public Funds of Columbus, Ohio, indicating a recent change in ownership while continuing to operate under the Moreton Asset Management framework within the broader organization.

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