Helping you understand your assets 
so you can pursue your financial goals 

Morse Investment Group provides guidance that is tailored to your personal circumstances and priorities.  We seek to have close contact with you so we have the opportunity to build and maintain your wealth management strategy based on your specific financial goals and preferences.  

Our practice is primarily fee-based, in which an asset-based fee is calculated as a percentage of your assets under management.  This enables us to invest on your behalf based on the guidelines we develop together from the start of our discussions and as your priorities change.  

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services.  We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)

For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.