Trust
We take the time seeking to build trust with you striving to succssfully embark on this financial journey as a team.
Communication
We are committed to staying accessible to be here for you when you need it most.
Partnership
We're in it for the long haul with you, and we're honored to have built lasting partnerships with our clients over the years.
Financial Planning.
Financial planning can feel overwhelming. That's why at Morris Capital, we stay by your side and deliver comprehensive services that seek to simplify the process of financial planning. We take the time to get to know you and guide you through the ups and downs of life, helping to potentially optimize your finances every step of the way. We always prioritize honesty and integrity, making sure you understand the process and can make the best decisions for yourself and your family. We're here to help you not only manage your finances today but also to help you well into the future.
Our Founder
Our Clients
We work with clients at all stages of their financial journey. Whether you're exploring mindful financial management for the first time or looking for a fresh strategy for handling your wealth, we can help you create a custom roadmap to success. Our clients are down-to-earth individuals who want the best for themselves and their families, and they want to leave a strong, lasting legacy. Some of the clients we commonly work with include:
- Successful families
- Business executives
- Sports and entertainment professionals
- Pre-retirees and retirees
Family Office Services
“I’ve been in this business for almost 30 years, and as my client base has evolved, I’ve recognized a growing need for family-office-style services. Many of my clients, particularly those with complex financial plans, need detailed guidance to not only achieve their personal goals, but to effectively transfer values and wealth to each generation of their family.
Steward Partners Global Advisory is an employee-owned, full-service independent partnership, catering to family, institutional and multigenerational investors. Our professionals deliver full-service wealth management designed to meet the objectives of today's investors. Regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs.
We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners provides boutique-style, concierge-level service, customized wealth strategies and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.
Headquartered in Washington, D.C., with 18 offices across the country (and counting), we're proud to offer a comprehensive range of financial management options, including wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and international advisory and business solutions.
Our Services
With nearly three decades of combined experience in the industry, we are passionate about providing personalized financial planning that's tailored to each client's unique situation. We help people assess where they are now and what their goals are future, and then work together to build an actionable plan. We offer a wide range of services, including:
Our Process
Each person, family, and business has a unique set of goals and values that determine the path they take on their financial journey. While the individual resources and tools we help you implement are customized to your needs, we follow an intentional framework that helps ensure each aspect of your finances are addressed as we work with you. We’ll adjust the process as needed for your financial strategies and solutions suit your needs and goals as you grow. Whatever your vision of success is, here’s what you can expect when you work with us.
Phase 1 Prepare
and Personalize
Phase 2 Organize
and Implement
Phase 3 Monitor
and Optimize
Phase 1 Prepare and Personalize
Before we help to determine the next steps for your financial future, we want to get to know you. Some clients need help preparing their business for successors; others want to find a way to spend their golden years traveling the world. Whatever your goals and dreams are, we want to hear about them. Your desires and concerns for your future all play a role in your financial strategies and solutions, and who you are determines the decisions you make. Your process should suit your unique needs, goals, and risk tolerance, which is why we take the time to discover what success looks like to you before we recommend a specific direction. From there, we can fine-tune your strategies and choose solutions that are best aligned with your vision of success.
Phase 2 Organize and Implement
Once we know what’s important to you and where you want to go, we’ll help you prioritize your goals and quantify them into specific objectives. Your plans for the future affect your current financial decisions and lifestyle, which is why it’s important to determine measurable steps to attain the future you desire. We’ll help you decide which goals are realistic and which should be adjusted or scaled down, then identify what resources are available to you.
From there, we’ll help you leverage current opportunities and create strategies that move you toward your goals. In this step of the process, we’ll identify and implement specific solutions to potentially maximize your wealth, protect your assets, and help you prepare for the future. This could include establishing insurance policies, transferring assets to tax-efficient accounts, or assigning trustees for your estate. As we work with you, we’ll coordinate with your other trusted advisors as needed to help ensure your financial solutions are in alignment with your overall tax and legal strategies.
Phase 3 Monitor
Setting you up for financial success isn’t a one-time process—the strategies we implement will continue to work on your behalf as you live your everyday life. As you grow, your priorities, goals, risk tolerance, needs, and the economy will change. We’ll advise you on ways to keepyour strategy on track with your ever changing life. We’re here to provide ongoing service and guidance whenever you have questions or seek advice for major financial decisions. Over time, we’ll monitor the progress of your wealth management and protection approach to seeking ensure you’re on the right course to stay aligned with your goals. We’re in this for the lifetime of your financial strategy, just like you are, and we’ll help you work toward your vision of success no matter how your life evolves.
Keith Morris is the founder of Morris Capital Management Group of Steward Partners and is responsible for opening Steward Partners’ first office in Pennsylvania. As a wealth manager, he offers independent, objective advice with a focus on wealth accumulation and preservation. Since 1995, his goal with every client has been to develop a long-term relationship built on trust, and he believes these relationships are his most valuable assets. He holds series 7, 24, 31, and 65 licenses and represents clients from all over the country.
In 1992, Keith earned a bachelor’s degree at LaSalle University, where he was a 4-year letter winner on the men’s basketball team, a three-time NCAA tournament participant, and a one-time NIT participant. He is extremely proud of the fact that his dad was his coach, the legendary Speedy Morris. He’s also not ashamed to acknowledge that nepotism may have helped him earn a spot on the team! Later, Keith spent 19 years as his dad’s assistant coach at St. Joseph’s Prep High School in Philadelphia.
Keith has served on the Board of Inter-Community Action, a nonprofit that helps individuals with intellectual disabilities. He also served as an Advisory Board member of East River Bank. Currently, he serves on the Board of Nutritional Development Services, a nonprofit agency of the Archdiocese of Philadelphia. NDS provides meals, food assistance, and additional support to organizations serving children and the poor in the Philadelphia area. Keith also serves as the Co-Chair of St. John the Baptist’s current capital campaign. Every year, he helps raise funds for numerous local and national charities such as Coaches vs. Cancer, The Parkinson’s Council, Beats for Bella, and LaSalle University basketball. In 2011, Keith was honored by the Summit Chapter of the Pennsylvania Sports Hall of Fame for his meritorious service in the community.
Away from the office, Keith enjoys his free time with his wife Tricia, their four terrific children, Margaret, Caroline, Macie, and Matthew, and their two cats.