The Moreton Capital Markets team serves institutional investors with the products and services listed below.

typical clients

  • Public Entities

  • Corporations

  • Insurance Companies

  • Investment Advisors

  • Higher Education Entities

  • Hospitals and Healthcare

  • Non-profits

  • Credit Unions

 

 

Products

  • Government Agencies

  • Corporate Bonds

  • Brokered Certificates of Deposit

  • Municipal Bonds

  • Commercial Paper

  • Supranational and Sovereign

  • Yankee CDs

  • Mortgage Backed Securities

  • U.S. Treasuries

  • Exchange Traded Funds

  • Mutual Funds

  • Money Market Mutual Funds

Services

  • Analytic Reporting

  • Custody and Safekeeping

  • In-person Investment Review Meetings

  • Product and Market Education

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