Tim Morton
Co-Founder & Editor
Writing on "Lesson Learned" through both my own investment experiences and those of colleagues and clients. Contributor to Barron's
Tim Morton recently retired after 45 years as Portfolio Manager for a select group of Canadian families, trusts and foundations.
He acted in the capacity of a Chartered Financial Analyst (CFA, awarded 1991) and Registered Portfolio Manager, Tim was the senior advisor in management of the Morton Group, TD Wealth.
tim@mortonir.com
Daniel Morton
Co-Founder & Director of Research
Daniel has spent over 20 years in the investment industry, primarily working as an investment advisor. His interest in financial data started early, building custom investment spreadsheets back in high school. That focus grew into a career-long pursuit of studying and improving the Risk-On / Risk-Off investing framework. Today, he translates those decades of hands-on advisory experience into the research and strategies at Morton Investment Research. A competitive player. Reach out for a game in Toronto if you want to hit the court and discuss hedging strategies.