Morris Capital Advisors
Morris Capital Advisors, LLC, (MCA) was established in 1994 to provide expert money management and distinctive service for selected individual, corporate, and institutional clients.
Our Mission
Our mission is based on a fundamental belief that sound investment strategies, coupled with a client-driven approach will create successful long-term relationships.
Sound Investment Strategies
Sound investment strategies are built on a rigorous analytical process with a long-term horizon, supplemented by an experienced view of the markets
Client-Driven Approach
Our client-driven approach is based on a clear understanding of client goals and objectives, and active and ongoing client communications that are clear and concise
Enhancing the Client Experience
The combination of sound investment strategies and client-driven approach will enhance the client experience through the various stages of market cycles
Since the firm's founding, the execution of our mission has remained constant. We strive to build and strengthen an experienced staff committed to our conservative growth-oriented investment approach. We implement that approach in a manner that is designed and executed to enhance the repeatability of our results and is not biased by any factors outside of our analytical discipline.
Our promise to clients is to seek to produce consistent, competitive returns, with the goal to help eliminate the conflicts of interest that can often negatively impact results. Our goal is to have a client-driven firm clearly focused on the needs and objectives of each client, owned by principals believing in what we do, investing together with clients in a true partnership relationship.
Equity Strategies
Investing in attractively valued companies with growing earnings and sound finances will help generate competitive long term investment returns. The firm employs a two-step disciplined, repeatable process:
Our proprietary analytical process identifies large-cap companies with:
Strong earnings
Capability to grow
Sound financial structure
Significant free cash flow
Attractive valuations poised to appreciate
Our research-driven review process selects companies with characteristics necessary for long-term appreciation:
Validate data and underlying assumptions
Evaluate management’s strategic vision and ability to execute
Assess the impact of industry trends and economic environments
Evaluate company’s ability to withstand bad times
Fixed-Income Strategy
Protecting principal value in fixed-income portfolios is best achieved by reducing credit risk and managing interest rate exposure. The firm employs a two-step disciplined, repeatable process:
Credit risk
Reduce credit-related risk by investing in portfolios of highest quality securities, primarily U.S. Treasury notes and bonds
Interest rate risk
Reduce interest rate risk by targeting an investment portfolio with average characteristics approximating the intermediate-term maturity and duration of the total bond market
Manage interest rate risk over time by reducing both maturity and duration in periods of rising interest rates or extending maturity and duration in times of falling interest rates
Investment Advisory Services
We work on our clients’ behalves to provide expert money management and distinctive service, provide a full range of investment services, and develop new ideas to improve investment performance. We are client-focused, offering direct access to decision-makers. Our partners are fully invested in the firm's strategies.
We offer three distinct equity products, each based on the same investment process with a separate set of investment criteria. Each is managed according to a clearly defined, repeatable, scaleable investment process. Our excellent long-term performance is validated by industry-standard performance composites.
CORE PORTFOLIO
The Large-Cap Core Portfolio invests primarily in the common stock of large corporations with an average market capitalization of approximately $7.5 billion, or more. This portfolio generally invests in companies with growing earnings and dividends, a high level of free cash flow available to finance growth or repurchase outstanding shares, and a strong financial structure to support future growth.
GROWTH PORTFOLIO
The Growth Portfolio invests primarily in the common stock of large to mid-sized corporations with an average market capitalization of approximately $7.5 billion, or more. This portfolio generally invests in companies that have strong growth in earnings or revenues, the potential to maintain above average growth and a reasonable valuation relative to the growth potential.
DIVERSIFIED INCOME PORTFOLIO
The Diversified Income Strategy is a strategic blend of traditional bond funds, high yield funds, commodity and real asset funds, and money markets. Asset classes with low correlations are used to reduce volatility and produce consistent returns. Portfolio adjustments are made in response to changes in interest rates, credit conditions and overall market dynamics.
Questions?
Our financial planning experts will be happy to assist you.
