McMorgan & Company

Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most. 200+ client relationships $11.3 billion in assets* 15+ year average client tenure 50+ years of proactively supporting client mission statements, causes, and objectives *Data as of December 31, 2021. Numbers may not sum due to rounding The $11.3 billion includes approximately $7 billion of regulatory assets under management as disclosed in McMorgan's most recently filed form ADV and an additional approximately $4 billion of assets for which McMorgan acts solely as client service agent .