McMorgan Multi-Asset Platform Surpasses $1 Billion in AUM
San Francisco, California, September 30, 2024 — McMorgan & Company (“McMorgan”) Is pleased to announce that assets on its Managed Account Platform have surpassed $1 billion, marking a significant milestone for a program designed to provide tailored investment management solutions to plans and organizations that are often underserved by traditional institutional consulting models.
The McMorgan Managed Account Platform provides diversified exposure to global capital markets through portfolios tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon. The platform is designed for clients seeking disciplined portfolio management across fixed income, equities, and liquid alternatives, with an emphasis on cost efficiency, risk management, and long-term strategic positioning.
“Reaching $1 billion in platform assets reflects the trust clients have placed in McMorgan and the strength of our managed account approach,” said John Santaguida, CEO of McMorgan & Company. “Many smaller and mid-sized plans require the same level of fiduciary discipline, asset allocation expertise, and portfolio oversight as larger institutions. Our Managed Account Platform was built to deliver that standard in a practical, scalable, and cost-conscious way.”
The platform now serves more than 90 clients, including training trusts, local union reserves, health trusts, and employer associations. McMorgan works with each client to identify an appropriate mix of bonds, stocks, and liquid alternatives, helping unlock the potential of plan assets while remaining mindful of risk limitations.
McMorgan’s approach combines long-term strategic asset allocation with tactical risk management. Portfolios may be adjusted dynamically based on market conditions, client objectives and identified opportunities. The platform uses a mix of passive and active investment strategies, with costs carefully managed through index-based exposure where appropriate and selective active manager allocation where McMorgan believes it can add value.
The Managed Account Platform generally incorporates three core asset classes: Fixed Income, which is used to support stability, capital preservation and income generation; Equity, which provides participation in long-term growth opportunities across global markets; and Liquid Alternatives, which can enhance diversification and help reduce overall portfolio volatility.
The inclusion of liquid alternatives has become an increasingly important component of portfolio construction, particularly during periods when traditional fixed income markets experience pressure from changing interest rates, inflation or credit conditions. McMorgan’s platform is designed to give clients access to a broader set of tools while maintaining a disciplined and transparent investment framework.
“Our role is to help define clear objectives, establish an appropriate allocation and manage the portfolio with discipline over time,” said Ken Tsuboi, CFA, Partner and Chief Investment Officer of McMorgan & Company. “Each portfolio is purpose-built for the needs of our clients.”
McMorgan expects continued growth of the Managed Account Platform as more plans seek flexible, fiduciary-focused investment solutions that combine diversification, cost discipline, and professional portfolio oversight.
About McMorgan & Company
Founded in 1969, McMorgan & Company is a leading investment management firm that seeks to empower confident investment decisions in strategies that diversify, preserve, and effectively grow capital. Today, the firm is entrusted with more than $10 billion in assets and works with over 200 institutional clients. McMorgan maintains a diverse investment platform comprised of both traditional and alternative strategies, as well as proprietary branded vehicles.
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Sarah Glowiak
Senior Marketing Manager, McMorgan & Company
+1 (312) 914-5756
