We're invested

In our core belief — We believe that the appropriate allocation of a client’s assets in fixed income securities, with expert, active management, can serve as a mooring for an investment portfolio. We founded our firm on this belief in 2003.

In our firm — The Moorings Group, an independent asset management firm, is majority-owned by its investment professionals, all of whom have spent their careers understanding and managing within the fixed income markets.

In our relationships with our clients — They rely on us to design and manage custom portfolios that can help reduce the level of risk within their overall investment strategy and produce predictable levels of income.

If you are a family office, wealth manager, financial advisor or broker-dealer, we invite you to get in touch and see how we can work with you and your clients.

While our focus is tax-exempt municipal bonds, which are most appropriate for individual investors, we also serve corporations, foundations, endowments, governmental entities and trusts.

If you have any questions, please contact us at 770 395-3366 or email us at info@mooringsgroup.com