# Morse Group Investment Advisors

Morse Group Investment Advisors is an Asset Manager based in Boston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** morseinvest.com

## Regulatory record

- **CRD number:** 310689
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310689

## About

MORSE GROUP INVESTMENT ADVISORS is a state-registered investment adviser. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Small- to Mid-Cap Equities
- Special Situations

## People

- Richard Morse — President

## Questions

### Who runs investment decisions at Morse Group?

Richard Morse, the firm's founder and President, serves as the lead portfolio manager. He has guided the investment process since the firm's inception in 1995, and the concentrated portfolio structure reflects his research approach. The firm does not publicly list other named investment professionals with shared portfolio management authority.

### How does Morse Group source ideas?

Morse Group relies on a field-research-intensive process for generating investment ideas. The team prioritizes direct management meetings, on-site company visits, and independent supplier-channel checks rather than relying on sell-side research consensus. This bottom-up, boots-on-the-ground model is designed to uncover mispriced businesses that are underfollowed by larger institutional investors.

### What is Morse Group's approach to position sizing?

The firm builds a deliberately concentrated portfolio with a limited number of holdings, typical of a high-conviction equity strategy. This design requires tight capacity management, a feature Morse Group has historically preserved by restricting asset growth rather than diluting its best ideas across a wider portfolio.

## Related profiles

- [Morrison Fiduciary Advisors](https://altss.com/profile/morrison-fiduciary-advisors-inc)
- [Mortgage Loan Spot](https://altss.com/profile/mortgage-loan-spot)

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Last updated: 2026-06-03T20:00:00.000Z

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