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"Someone's sitting in the shade today because someone planted a tree a long time ago." Warren Buffett


"Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing."
- Robert Kiyosaki


Our committed team of financial analysts, portfolio managers, and risk management unit have invested over a decade into R&D and continue to research and develop new products and services for our clients. We are determined to create strategies that focus on safety with good growth, making sure our clients are in good hands, so they can enjoy their life to the fullest without the worry of everyday market fluctuation.

 
Professionally Active Managed Portfolio

Moreland Capital Group caters to accredited clients such as high net worth individuals, institutions and organizations. Providing a superior product all while charging less than the average mutual fund fees. Our affluent clients prefer to have a reliable and dependable boutique asset management firm care for their savings instead of taking the risk of handling it themselves, putting their money in bank savings that pay less than inflation rate, or having a financial institution that charges exorbitant fees and under performs the major indices.

Greater Return with Less Volatility

Our portfolio construction process is built on a decade of trial and error, fine tuned under many market conditions. We use proprietary research unlike any other firm that serves as the foundation for our institutional type quality clients. We adapt to ever changing world with high regards to risk management.

How do we do it?

Moreland Capital Group's strategies include long only and hedged focused on large and mid cap US equities. Investing in fundamentally strong companies, choosing to add undervalued securities at the most optimum time in market cycles. Implementing risk management strategies to maximize return with reduced volatility and charge less than the average mutual fund fees.

Who do we serve?

Moreland Capital Group caters to high net worth individuals, family offices, corporations, insurance companies, healthcare providers, institutional investors, investment banks, financial advisors, wealth managers, fund of funds, foundations, trusts, sovereign wealth, endowments, pensions, public funds, unions, and multi employer. We try to work with some of the largest asset allocators of US equity strategies around the world.

Benefits to our clients

  • Professionally managed by a boutique firm
  • We cater to accredited clients and institutions
  • Our focus is on large and mid cap US equities
  • Long term capitalization in known companies
  • Lower management fee than avg. mutual fund
  • Analysts with over a decade of experience
  • Over 20,000 man hours invested in R&D
  • Independent track record since 2007
  • Separate managed account since 2014
  • Our goal is to manage long/hedged portfolios
  • Any time withdraw with no lock up period
  • Monthly account statement reports
  • End of year independent audited reports
  • Hundreds of combined algorithms tested
  • Multitude of strategies refined over a decade
  • Tested & proven strict quantitative analysis
  • Tested & proven strict qualitative analysis
  • Tested & proven strict risk management rules
  • Capable of designing portfolios for client needs

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    All rights reserved. © Moreland Capital Group, llc. 2006 - All material found throughout this document/website/page is provided on an "as-is" basis for informational and educational purposes only, and is not intended for investment, trading purpose, or investment advice. Any of the information contained herein does not constitute an offer of any Moreland Capital Group, llc. strategies/vehicles and not an offer to buy or sale any securities. Neither Moreland Capital Group, llc. nor any of it’s associates are liable for the accuracy of the information, or any actions taken in reliance on information contained herein. Past performance is not indicative of future results and there is no assurance that any Moreland Capital Group, llc. strategies/vehicles will achieve its objectives or avoid significant losses. This site may contain forward-looking statements; such statements are subject to various risks and uncertainties. All images and text are the property of their respective owners and no copyright infringement is intended.