Our Firm
Morningside Investment Advisors, LLC is an independent, fee-based, registered investment advisor providing investment management, wealth planning and fiduciary advisory services. Morningside's clients are individuals and families, closely-held businesses, non-profit organizations and foundations.
Our goal is to provide independent and unbiased financial advice by focusing entirely on our clients' objectives and offering customized solutions. Our motto is honesty, integrity and personalized client service.
Morningside is not affiliated with or owned by any financial institution and is truly 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. We pride ourselves on our success being closely linked to that of our clients. Our firm collaborates with other professionals including accountants, estate planning attorneys, long-term care advisors and mortgage and real estate brokers to access timely information, and when appropriate, to help our clients find trusted advisors. To avoid potential conflicts of interest, we do not accept referral fees from other professionals.
Our clients' assets are held in custody at Pershing LLC, a Bank of New York Mellon company, a leading global provider of financial business solutions focusing on the safekeeping, servicing and reporting of assets held in its custody. 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.
Azeb Clark is the founder and principal of Morningside Investment Advisors, LLC. Her firm advises on wealth planning, investment management and fiduciary responsibilities. Prior to founding Morningside Investment Advisors, Azeb was with Morgan Stanley in the Global Wealth Management Group. Azeb was previously a market economist and investment analyst with National Mutual Funds Management Group in Hong Kong (owned by AXA Investment Management Co.) covering eight East Asian markets, and managing a fixed-income portfolio for institutional clients. She has worked in the financial services industry for over 18 years in investment management, tax planning and risk management and brings a broad range of relevant experience and a well-rounded set of skills to her clients. Azeb has a Masters degree in International Economics and Finance from Columbia University in New York, and graduated from the State University of New York College at New Paltz with a Bachelors degree in Finance. She subsequently completed the financial planning certificate program at UC Berkeley.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., Registered Investment Advisor. MorningSide Investment Advisors, LLC 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 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.
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