Dan Morris

Chief Investment Officer at

Smithbridge Asset Management, Inc.

72 year

Finance

Consumer Services

Profile

Mr. Daniel A. Morris is a Director & Co-Chief Investment Officer at Smithbridge Asset Management, Inc. He has over 35 years of investment management experience.
Mr. Morris founded Morris Capital Advisors in 1994 and the Manor Funds in 1995.
His unique valuation centric investment discipline has produced consistent risk-adjusted returns.
He was one of four founding partners of Consistent Asset Management.
His investment career began at Wilmington Trust Company.
He graduated from Saint Vincent College with a degree in economics.
He then attended Drexel University where he received a Masters in Investments.

Dan Morris active positions

Companies	Position	Start
Smithbridge Asset Management, Inc. Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge’s investment portfolios are constructed utilizing a fundamental security selection process. The firm manages a comprehensive array of individual stocks, bonds, mutual funds and ETF’s strategically and tactically.	Chief Investment Officer	2021-12-30

All active positions of Dan Morris

Former positions of Dan Morris

Companies	Position	End
Morris Capital Advisors LLC Morris Capital Advisors LLC Investment ManagersFinance MCA seeks to produce consistent, competitive returns, with the goal of helping eliminate the conflicts of interest that can often negatively impact results. They strive to build and strengthen an experienced staff committed to their conservative growth-oriented investment approach. The firm offers separately managed accounts employing three equity strategies and one fixed-income strategy.	Chief Executive Officer	2021-12-20
Consistent Asset Management Co., Inc. Consistent Asset Management Co., Inc. Investment ManagersFinance companies with quantitative and fundamental analysis techniques. Portfolios are managed with disciplined buy and sell strategies. The firm's fixed-income approach is duration bond management. They specialize in U.S. Treasury securities. They utilize four strategies: enhanced cash, short-term, intermediate-term and market. Portfolios are structured by a proprietary, mathematical investment process. Portfolios are managed using a team approach led by the chief investment officer.	Portfolio Manager-Equities	2001-08-14
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-
Wilmington Trust Co. Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	7
Smithbridge Asset Management, Inc. Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge’s investment portfolios are constructed utilizing a fundamental security selection process. The firm manages a comprehensive array of individual stocks, bonds, mutual funds and ETF’s strategically and tactically.	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Morris Capital Advisors LLC Morris Capital Advisors LLC Investment ManagersFinance MCA seeks to produce consistent, competitive returns, with the goal of helping eliminate the conflicts of interest that can often negatively impact results. They strive to build and strengthen an experienced staff committed to their conservative growth-oriented investment approach. The firm offers separately managed accounts employing three equity strategies and one fixed-income strategy.	Finance
Consistent Asset Management Co., Inc. Consistent Asset Management Co., Inc. Investment ManagersFinance companies with quantitative and fundamental analysis techniques. Portfolios are managed with disciplined buy and sell strategies. The firm's fixed-income approach is duration bond management. They specialize in U.S. Treasury securities. They utilize four strategies: enhanced cash, short-term, intermediate-term and market. Portfolios are structured by a proprietary, mathematical investment process. Portfolios are managed using a team approach led by the chief investment officer.	Finance
Drexel University Drexel University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Saint Vincent College Saint Vincent College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wilmington Trust Co. Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank	Finance

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