Beyond Investing

Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most.

+ client relationships

$ billion in assets*

+ year average client tenure

+ years of proactively supporting client mission statements, causes, and objectives

*Data as of June 30, 2024. The $10.4 billion includes approximately $7.0 billion of regulatory assets under management and an additional approximately $3.4 billion of assets for which McMorgan acts solely as client service agent.

A Message From Our CEO

Supporting Philanthropic Initiatives

McMorgan Investment Platform

to Improve Client Outcomes

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McMorgan:
A Team You Can Trust

TOBAM Core Investments

The patented Maximum Diversification(R) approach, supported by original research and a mathematical definition of diversification, provides investors with diversified core exposure, in both equity and fixed income markets.

"Emerging Equity Manager of the Year"

PENSION AGE AWARDS 2020, LONDON

"Most Sustainable Company in the Investment Industry"

WORLD FINANCE SUSTAINABILITY AWARDS 2019

"Emerging Equity Manager of the Year"

UK PENSIONS AWARDS 2019, LONDON