McMorgan & Company

McMorgan & Company LLC offers a full range of investment management services to a client list consisting primarily of multi-employer, jointly-trusteed benefit plans. Our in-depth experience and knowledge with this client base has resulted in our becoming a leading specialized manager of our kind.

McMorgan’s investment options include:

• Balanced, Equity, and Fixed Income Portfolios
• Real estate
• MainStay Mutual Funds

Founded in 1969, McMorgan’s time-tested investment process entails determining client investment objectives, developing an appropriate strategy, and managing the portfolio to that strategy.

Click on the links below to learn more about McMorgan & Company or visit their web site.