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Home > Financial Services > Stock Brokers > Morton Clarke Burns Fu & Metcalf Inc.

Morton Clarke Burns Fu & Metcalf Inc.

Morton Clarke Burns Fu & Metcalf Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Investment objectives are determined and achieved by focusing on specific client needs and goals, by selecting appropriate and reasonably valued securities and by providing efficient transaction execution.

Prior to joining Morton Clarke, their principals enjoyed successful careers at several major investment firms. Their founding principals have worked together for over 20 years. Their mission is to leverage their experience and to provide their clients with personalized service.

They believe in giving back to the community and contribute to charitable organizations through matching funds and direct gifts. In addition, they established and are actively involved in Invest in Youth, a business-to-youth tutoring program for students in the Seattle Public School District.

Morton Clarke offers a unique combination of experience, expertise and execution capability to their fixed income clients. Their principals have over 100 years of combined experience in the bond business.

Their municipal bond trading and research activities enable them to identify and evaluate opportunities and then to execute transactions on behalf of their clients at favorable prices and corresponding yields.

They provide local, on-site response to client needs and requests e.g. portfolio reporting, coordination with the client’s other financial advisors, etc.

Bond Inventory Client Services they provide are Traditional brokerage services, including margin accounts, on a transaction basis, Live, informed people to answer the phone and provide personal service, Rule 144 sales, Check writing, electronic funds transfer, on-line access to accounts, and on-line bill paying, and Custodial, Clearing and Reporting.

Their correspondent relationship with National Financial Services LLC, a wholly owned subsidiary of Fidelity Investments, provides for the execution, transaction processing, custodial, and reporting and other normal brokerage needs of their clients.

The firm, a dually registered broker dealer and registered investment advisor, combines the advantages of intimate size and extensive experience. Their decision making process is based upon personal relationships and direct communication.

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