Moreton Asset Management

Moreton provides separately managed fixed-income portfolios for corporate cash, credit union investment portfolios, and local government treasury funds. The firm structures mandates around three explicit objectives: maintain liquidity, enhance return, and protect principal. Its offering is exclusively public credit and short-duration fixed income, with no equity, real asset, or private market exposure based on public-facing materials.

Moreton Asset Management has joined Meeder Public Funds, a specialist in government cash management headquartered in Ohio. The transaction's structure, date, and terms have not been publicly disclosed. The combination pairs Moreton's intermountain West client base with Meeder's national platform serving municipal and county treasuries.

No. Moreton's publicly stated capabilities are limited to fixed-income separately managed accounts. The firm does not market private equity, venture capital, real estate, hedge fund, or other alternative investment strategies. Its three mandate pillars — liquidity, principal protection, and return enhancement — are executed entirely within public investment-grade and government-adjacent credit markets.

Moreton serves institutional cash-pool clients, including corporate treasuries, credit unions, and local government entities. The firm's reporting infrastructure — daily reports, monthly statements, SOC1 Type II audits, and third-party reconciliation — is designed for public and regulated entities with fiduciary oversight requirements.

Moreton Asset Management is headquartered in Farmington, Utah. No additional offices are publicly disclosed. The firm's intermountain West location historically positioned it to serve regional corporate and public-entity clients before its integration with Ohio-based Meeder Public Funds.