Morris Financial Concepts uses academically-proven investment strategies based on Nobel-prize winning Modern Portfolio Theory, established by Harry M. Markowitz in the 1950s. We use a sophisticated series of proprietary systems and tools to manage your investments. We have a disciplined and structured approach to investing. This use of comprehensive financial planning combined with strategic investment processes creates your personal roadmap for your personal wealth management.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.