Our mission is to provide capital preservation strategies to help investors achieve their retirement and income goals. Our experience in creating solutions for institutional clients has established our firm as a valued leader in the industry. What separates us from others is our:

• Innovative solutions tailored to meet client investment needs

• Empirically supported proprietary portfolio optimization

• Consistent and disciplined investment approach

• Diversified investment strategies

• Seasoned investment and service teams collaborating to ensure a distinct client experience

Founded in 1982, we have focused almost exclusively on managing capital preservation assets for our institutional clients. As of September 30, 2024, we manage over $18 billion in assets.

In 2007, Morley Capital Management (Morley) became an indirect, wholly owned subsidiary of Principal Financial Group (Principal). Morley is part of Principal Global Investors,^® a global asset management leader with over $585 billion in assets as of September 30, 2024. Our parent company’s support allows the Morley team to focus our time and expertise on what matters most – managing client assets, striving to deliver consistent investment results and serving your overall investment needs. Our affiliation with Principal^® affords Morley the power and security of a premier global asset management organization.

Trust services for Morley managed stable value and fixed income collective trusts are provided through our affiliated trust company, Principal Global Investors Trust Company.