Morley Capital Management was 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, 2018, we manage over $17 billion in assets. We are a leader in advising stable value and fixed income collective investment trusts (CITs); our stable value CITs are available direct to plan sponsors as well as on over 30 platforms. We also customize portfolios for plan sponsors with large balances looking for tailored solutions. 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 In 2007, Morley Capital Management (Morley) became an indirect, wholly owned subsidiary of Principal Financial Group (Principal). Morley is a specialized investment boutique of Principal Global Investors, LLC (PGI) 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.
View Top Employees from Morley Capital ManagementWebsite | http://www.morley.com/ |
Revenue | $6 million |
Employees | 13 (11 on RocketReach) |
Founded | 1982 |
Address | 1300 SW 5th Ave Ste 3300, Portland, Oregon 97201, US |
Phone | (503) 484-9300 |
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Industry | Financial Services, Credit Cards & Transaction Processing, Asset Management, Investment Management, Finance, Consulting Services (B2B) |
Web Rank | 23 Million |
Competitors | Morgan Creek Capital Management, LLC, WEDGE Capital Management® L.L.P. |
SIC | SIC Code 615 Companies, SIC Code 61 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 522 Companies, NAICS Code 522320 Companies, NAICS Code 52232 Companies, NAICS Code 5223 Companies |
Looking for a particular Morley Capital Management employee's phone or email?
The Morley Capital Management annual revenue was $6 million in 2024.
11 people are employed at Morley Capital Management.
Morley Capital Management is based in Portland, Oregon.
The NAICS codes for Morley Capital Management are [52, 522, 522320, 52232, 5223].
The SIC codes for Morley Capital Management are [615, 61].