Morter Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Morter Investment Management provides fee‑only investment management to individuals, trusts, estates, charitable organizations and business clients, conducting fundamental analysis and cash management across individual stocks, bonds, no‑load mutual funds, ETFs and money market funds. The firm does not impose a formal account minimum but reserves the right to terminate accounts that fall below $100,000 after six months, and clients may place risk‑ or ethics‑based restrictions on holdings.
The firm manages accounts on a discretionary, individualized basis with strategies tailored for growth, growth‑and‑income, or income objectives and conducts monthly internal reviews to assess performance against client goals. Portfolio turnover is generally low, reflecting an emphasis on fundamental security analysis when constructing and adjusting holdings.
Managing roughly $9.5 million in client assets, the firm is led by a principal with an active academic background in finance, which the brochure cites as informing its research orientation. Operationally notable features include custody solely at third‑party custodians, occasional receipt of broker‑provided research used for client analysis, a practice of giving client trades priority when firm personnel trade the same securities, infrequent trade aggregation, and a policy of not voting client proxies.
Client services
Expertise
Fee options
1% annually, 0.25% per quarter
Fee-only: Fee-only investment management services
Main office
East Grand Rapids MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")