Who we are
Our mission is to design and construct capital preservation strategies to help investors achieve 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, our first discretionary account opened in February 1984. Since then, we have focused almost exclusively on managing capital preservation assets for our institutional clients. As of June 30, 2021, we manage over $20 billion in assets.
In 2007, Morley Capital Management (Morley) became an indirect, wholly owned subsidiary of Principal Financial Group (Principal). In 2018, Morley became a specialized investment boutique of Principal Global Investors, LLC with an autonomous investment process. 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 (PGI Trust Co., formerly known as Union Bond & Trust Company).