General Info

McMorgan & Company, headquartered in San Francisco, specializes in portfolio and investment management services. The firm manages more than $12 billion in assets and over 200 client portfolios to meet their short- and long-term investment objectives. McMorgan & Company also specializes in asset allocation and focuses on substantial returns in equity and fixed-income markets. Additionally, the company has an investment management team to conduct market research and prepare investment performance reports. Its team also provides information to its clients on various details associated with their portfolio and changing market trends and financial conditions. McMorgan & Company additionally specializes in disciplined investment management of multiemployer benefit funds. The company also has offices in Portland, Ore.; Burbank, Calif.; and Lake Forest, Ill. McMorgan & Company is a subsidiary of New York Life Investment Management.