Business Details
28 Years
experience
Trusted Investment Advisory Services in Garden City, NY
Morgan Wilshire Securities, established in 1998, has built a reputation as a trusted partner for high-net-worth investors seeking tailored financial solutions. Our team of seasoned professionals leverages decades of collective experience to develop customized wealth management strategies that align with individual client goals, risk tolerance, and long-term objectives. We specialize in identifying unique investment opportunities across diverse markets, including exchange-traded funds, mutual funds, and fixed-income securities, while maintaining a rigorous focus on risk management. Our commitment to client-centric service is underscored by our membership in FINRA, SIPC, and MSRB, as well as our use of advanced analytical tools and research partnerships with industry leaders like Value Line and Standard & Poor's.We prioritize direct communication with clients, industry analysts, and company representatives to ensure informed decision-making. Our business continuity plan guarantees operational resilience during disruptions, and our referral program rewards clients for connecting us with qualified investors. With offices in Garden City, New York, we serve a discerning clientele who value personalized attention and strategic expertise in navigating complex financial markets.
Services
Investment Risk Management
ETF Investing
Mutual Fund Investing
Fixed Income Investments
Client Information Services
Details
- Year established: 1998
Highlights and features
- We develop customized wealth management solutions tailored to individual client goals.
- Our team combines decades of Wall Street experience with advanced analytical tools.
- We maintain direct relationships with industry analysts and company representatives.
- Our business continuity plan ensures uninterrupted service during market disruptions.
- We exclusively serve financially sophisticated clients with proven investment acumen.
Associations and certifications
- FINRA
- SIPC
- Municipal Securities Rulemaking Board
Services
Investment Risk Management
Our risk management strategies help clients preserve capital while pursuing growth opportunities. We analyze market trends and client risk profiles to create balanced portfolios. This service caters to investors seeking to protect assets during market volatility.
ETF Investing
We offer access to diversified ETF portfolios tailored to client objectives. Our team identifies high-potential ETFs through rigorous analysis of market data and company fundamentals. This service benefits investors seeking liquid, cost-effective market exposure.
Mutual Fund Investing
Our mutual fund strategies combine active management with strategic asset allocation. We select funds based on performance history and market positioning. This service serves clients wanting professionally managed, diversified investments.
Fixed Income Investments
We design fixed income portfolios to generate stable returns through carefully selected bonds and debt instruments. Our approach balances yield potential with credit quality considerations. This service meets retirement income and capital preservation needs.
Client Information Services
Our dedicated support team provides real-time account access and personalized reporting. We maintain transparent communication channels for portfolio updates and documentation. This service ensures clients stay informed about their investment positions.
People
Alfred DiLoreto
Investment Advisor
Long Island native with extensive experience helping clients achieve investment objectives through personalized portfolio strategies and deep market understanding.
Ross Atkin
Financial Consultant
St. Johns University graduate specializing in connecting clients with tailored investment opportunities based on individual financial goals and risk tolerance.
Paul Metz
Senior Advisor
Garden City resident with local financial market expertise, leveraging regional connections to identify investment opportunities for high-net-worth clients.
Raymond Schwabe
Portfolio Manager
Finance professional with decades of Wall Street experience managing portfolios for sophisticated investors through market cycles.
Susan Scro
Senior Executive Assistant
Business management graduate coordinating client communications and supporting registered representatives with operational excellence.
Questions
What investment services does Morgan Wilshire offer?
We specialize in ETF investing, mutual fund portfolios, fixed income strategies, and customized risk management solutions for high-net-worth clients.
How does Morgan Wilshire differ from other firms?
We focus on personalized wealth management rather than standardized products, leveraging direct industry relationships and proprietary research tools.
What are the client qualification requirements?
Clients typically have $500k+ net worth, $100k+ in existing investments, and demonstrate financial market understanding.
Do you offer referral incentives?
Yes, we credit $1,000 to client accounts for each accredited investor referral who becomes a client.
Reviews (2)
Amber Moore
Dec 02, 2021
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I would suggest they get rid of "Shawn" as I am not sure anyone would want to work with him as rude as he is. I do know the next time I see this number come up on our caller id I will pick it up and hang up.
Michael Akiyoshi
Nov 15, 2018
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Ross Atkins, Financial Advisor at Morgan Wilshire, would be better described as “The Timeshare Salesman of Wall Street.” He has one strategy, “BUY AND HOLD.” He will call you with a hot stock that some analyst has supposedly upgraded and raised the target price above the clouds. If you take the time to back-check this assertion you will usually find that the facts have been greatly embellished. In addition, Ross has no exit strategy to protect your investment and limit your loss. If the market dips 20% or more, he considers this a “Buying Opportunity.” He will
