How does Morton Capital Management work in teams?
There is always one advisor who has primary responsibility for your portfolio. However, Morton Capital Management advisors may also work in teams so that there is more than one advisor familiar with your account, goals, objectives and risk profile. Therefore, should you need to speak with your advisor and they are unavailable, you have the fellow teammate to consult. Also note that MCM uses technology so other advisors can help you in the event that your initial team is unavailable.
