Morton Capital

Employees 42 | Firm Type RIA | CEO Jeffrey Sarti | Location Calabasas, Calif. | Primary Custodian Schwab Advisor Services |

Firm leadership took a very intentional approach to maintain its culture and camaraderie in the interest of healthy growth and succession planning. One of its most effective strategies was to codify its vision — empowering families to enjoy their lives — and core values of excellence, empowerment, empathy, ethical behavior and enjoyment. The result has been a happy staff. Empowerment is encouraged through very detailed and descriptive career paths for employees, who in turn feel they control their own destiny. Built into these paths is the ability to transition to different roles within the company.