Joseph Seetoo Senior Investment Officer, CFA - Morton Capital Management
Morton Capital Management is an SEC Registered Investment Advisory firm providing independent and objective advice on asset management. Our clients are private individuals, retirement plans and institutional investors (foundations, charitable trusts, etc.). As part of our portfolio construction, we incorporate traditional asset classes (equities and fixed income) as well as alternative investments (real estate, hedge fund of funds, structured notes, first trust deeds).
(818)591-6219 (818)222-8457 Fax
23945 Calabasas Road Calabasas, CA 91302-1520 -
MAP
Morton Capital Management is an SEC Registered Investment Advisory firm providing independent and objective advice on asset management. Our clients are private individuals, retirement plans and institutional investors (foundations, charitable trusts, etc.). As part of our portfolio construction, we incorporate traditional asset classes (equities and fixed income) as well as alternative investments (real estate, hedge fund of funds, structured notes, first trust deeds). In addition to ongoing asset management, we provide financial planning advice (cashflow and retirement planning, charitable giving, estate and tax matters).
Information Not Available
Individuals with investable assets of $500,000 or more and are seeking advice.
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Santa Barbara, Beverly Hills and New York City
Social Clubs
Krav Maga Worldwide Valley Crossfit
Charities
The Mulligan Project The Dubnoff Center for Child Development
Graduate Degrees
Chartered Financial Analyst and Certified Financial Planner
College Degrees
BA: Economics & International Relations. Randolph Macon College
Speaking/Teaching
Experience
Krav Maga Instructor for 6+ years
Organizations
CFA Institute, LA Society of Financial Analysts, and CFP Board
