Morningside Investment Advisors is an independent, fee-based, registered investment advisor providing investment advisory, wealth planning and fiduciary advisory services.
Morningside's clients are families, businesses, retirement plan sponsors and foundations.
We provide independent and unbiased investment and fiduciary advisory services by focusing entirely on our clients' objectives; and, by offering customized solutions. Our motto is honesty, integrity and personalized client service.
Morningside is not owned by a financial institution and is independent; with no obligation to sell products or services that do not meet our clients' objectives. In this way, we seek to eliminate any actual or potential conflict of interest.
Our clients' assets are held in custody at Pershing LLC, a Bank of New York Mellon company. Our clients' assets in Pershing custodial accounts are protected from embezzlement and fraud by the Securities Investor Protection Corporation (SIPC) and, in addition, Pershing provides excess coverage through private insurance carriers. Please note: market risks and losses due to market volatility are not covered.
Corporate Clients' retirement plan assets are held at the plan's custodian.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., Registered Investment Advisor. MorningSide Investment Advisors and Cambridge Investment Research, Inc. are not affiliated.
Information relating to securities is intended for use by individuals residing in the following states: California, Illinois, New Mexico, New York, Virginia and Washington only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.