Moore Investment Partners, LLC

Moore Investment Partners provides ongoing portfolio management services primarily to individual and high-net-worth clients, preparing an individualized Investment Policy Statement for each relationship and offering both discretionary and non-discretionary management. The firm advises on retirement accounts and retirement-plan related investments, and implements portfolios using mutual funds, fixed income, equities and a preference for ETFs.

The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term trading horizon, with asset allocation, asset selection, and risk tolerance documented in each client’s IPS and reviewed at least quarterly. MIPL typically seeks discretionary trading authority to implement its strategies and conducts portfolio monitoring and reporting through custodial statements.

Notable features in the brochure include explicit fiduciary advice for retirement-plan and IRA contexts and a requirement that client accounts be maintained at Charles Schwab, which provides the firm with institutional trading, custody, and soft-dollar research benefits. The adviser manages roughly $75.6 million in combined discretionary and non-discretionary assets for a modest number of clients, does not use third-party subadvisers, and does not accept performance-based fees.