| Morse, Williams & Company, Inc. commenced
operations in 1981 with $8 million of assets under management.
The firm is employee owned, after once being a part of Hambrecht
& Quist, investment bankers. The client base, as of year-end
2006, consists of $270 million in assets. Throughout its 25+
year history emphasis has been placed on achieving clients'
investment objectives within a defined risk tolerance and diversified
portfolios. The firm's growth can be attributed to referrals
and recommendations of current clients.
Tax-exempt clients comprise about 50% of the managed assets and consist of qualified plans, foundations, endowments and charitable trusts. Taxable accounts, representing about 50% of assets under management, consist of high net-worth individuals and trusts
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