Stone Ridge Business Center III
Waukesha, WI 53188
Director of Research & Portfolio Manager
Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. Mr. Morton is directly responsible for the portfolio construction of the Tactical Hard Assets, Tactical Emerging Markets and global macro strategies, sub-advised through Flexible Plan Investments. He is the Founder and Editor of AdvisorGuide, a quantitative research firm delivering clear, specific, objective and timely guidance since 1999. Mr. Morton served from 2006-2011 as Chief Research Officer and Co-Chief Investment Officer of Foxhall Capital Management, Inc., an SEC-registered firm delivering tactically managed strategies and portfolios for separately managed accounts, variable contracts and the Transamerica Series Trust. He is a graduate of the University of Florida and a longtime member of the National Association for Active Investment managers (NAAIM) where he served on the Board. Mr. Morton is a member of the Market Technicians Association (MTA) and the Financial Planning Association (FPA).