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, 2022. Numbers may not sum due to rounding. The $10.3 billion includes approximately $6.3 billion of regulatory assets under management as disclosed in McMorgan’s most recently filed form ADV and an additional approximately $4.0 billion of assets for which McMorgan acts solely as client service agent.

A Message From Our CEO

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Supporting Philanthropic Initiatives

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McMorgan Investment Platform


to Improve Client Outcomes

Learn more about our investment platform and explore the services that match your financial goals by selecting from the options below.

ADV Part 2A         Form CRS

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McMorgan:
A Team You Can Trust

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TOBAM Core Investments

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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

ATEL Private Debt

Investing in Tomorrow's Technologies Today

Senior secured loans to emerging growth companies backed by top-tier investment firms and strategic corporate partners.

Equity warrants (rights to purchase equity) in the loan terms which can provide meaningful upside potential.

20+ years financing pioneering advancements in:

Reduction of Food Spoilage:

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Personalized medicine

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At McMorgan, responsible investing is a firm-wide initiative.

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Contact Us

One Front Street, Suite 500

San Francisco, CA 94111

service@mcmorgan.com
415-788-9300