Mori Huston Partners

Robert Mori is a CFA® charterholder with 15 years of industry experience. He has been with Mori Huston Partners since 2009. The firm is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. and non-resident foreign nationals, as well as select pension and profit-sharing plans. Mori Huston Partners offers discretionary and non-discretionary portfolio management along with wealth-planning services such as offshore company establishment and tax coordination. The firm emphasizes individualized investment policy statements, active asset allocation, and capital preservation, managing both separate client accounts and a British Virgin Islands pooled fixed-income fund for non-U.S. accredited investors.

Mary Mori is a financial advisor at Mori Huston Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Mori Huston Partners since 2009. Mori Huston Partners is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. citizens and non-resident foreign nationals, as well as select pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, wealth-planning adjunct services, and manages both separate accounts and a British Virgin Islands pooled fixed-income fund, emphasizing capital preservation and long-term, inflation-adjusted returns.

Maria Hernandez is a financial advisor at Mori Huston Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with SunTrust Bank and SunTrust Investment Services since 2009. Mori Huston Partners is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. citizens and non-resident foreign nationals, as well as select pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management alongside wealth-planning services such as assistance with offshore companies and U.S. LLCs, focusing on individualized investment policies and active asset allocation with an emphasis on capital preservation and inflation-adjusted returns.