Mori Huston Partners

Mori Huston Partners provides fee-only portfolio management and investment consultation services primarily to high-net-worth and individual clients, including U.S. citizens and a material number of foreign nationals, as well as certain pension and profit-sharing plans. Services include discretionary and non-discretionary portfolio management, consolidated family account oversight, and ancillary wealth-planning and non-investment consulting such as assistance with offshore company formation, LLC administration, and protector services.

The firm emphasizes individualized investment policy statements and active asset-allocation, combining fundamental and technical analysis to seek inflation-adjusted, risk-aware returns with an emphasis on capital preservation. Portfolio construction is implemented through both separately managed accounts and pooled vehicles, and the firm explicitly manages exposure across asset classes rather than relying on a single dominant sector.

Noteworthy for a firm of its size, Mori Huston acts as the investment manager and director for a British Virgin Islands pooled fund that targets U.S. dollar–denominated fixed income and is offered by private placement to non-U.S. accredited and qualified investors, and it provides portfolio management for that pooled vehicle. The combination of a significant non-U.S. client base, private fund advisory responsibilities, and hands-on offshore/corporate services distinguishes its business model from most supported peers.