Who We Are
McMorgan was founded in 1969 on the belief that investors deserve to have confidence in their decisions, trust in the people they work with, and investment outcomes that exceed expectations.
Since then, we’ve stayed true to our mission: to empower confident investment decisions in strategies that diversify, preserve, and effectively grow capital.
of firm history
independent and
employee-owned
in assets
average client tenure
As of 12/31/25. $10.9B includes ~$7.6B of regulatory assets under management and an additional ~$3.3B of assets for which McMorgan acts solely as client service agent. Average client tenure does not intend to imply a client testimonial/endorsement of services provided by McMorgan.
Who We Serve
Our team serves a diverse client base that includes Taft-Hartley Plans, Public Funds, Endowments, Foundations, and Private Clients.
Who We Serve
Our team serves a diverse client base that includes Taft-Hartley Plans, Public Funds, Endowments, Foundations, and Private Clients.
Our Culture
“The calling card of McMorgan – and a defining characteristic of our culture – is our focus on maintaining trust-based relationships, as evidenced by our average client tenure of more than 15 years.”
John Santaguida, Chief Executive Officer
