Advisor at Federated investment Counseling
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Firm
Federated investment Counseling
Location
New York, NY 10178-0002
Credentials
Series 63, Series 66
Industry experience
30 years
Vincent Morrow is a financial advisor at MDT Advisers, a division of Federated MDTA LLC, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Federated entities since 1995. Outside of his advisory role, he is the owner of IZWT, LLC, a non-investment-related business. MDT Advisers is an institutional-scale quantitative investment manager serving individual, high-net-worth, and institutional clients with discretionary investment supervisory services, model portfolio management, and subadvisory services. The firm employs a proprietary quantitative process focused on portfolio selection, trading, and model construction, offering a broad range of equity strategies and emphasizing bottom-up stock selection and cost control.
Based on Federated investment Counseling
$0 - $25 million: 0.75% (75 basis points) Small Cap Separate Accounts $25 million - $50 million: 0.70% (70 basis points) Small Cap Separate Accounts $50 million - $100 million: 0.65% (65 basis points) Small Cap Separate Accounts $100 million+: 0.50% (50 basis points) Small Cap Separate Accounts $0 - $25 million: 0.55% (55 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $25 million - $50 million: 0.45% (45 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $100 million+: 0.30% (30 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $0 - $25 million: 0.70% (70 basis points) International Equity Separate Accounts $25 million - $50 million: 0.65% (65 basis points) International Equity Separate Accounts $50 million - $100 million: 0.55% (55 basis points) International Equity Separate Accounts $100 million+: 0.45% (45 basis points) International Equity Separate Accounts $0+: 0.06% (6 basis points) Money Market/Liquidity Separate Accounts $0+: 0.10% (10 basis points) Active Cash Fixed Income Separate Accounts $0 - $50 million: 0.18% (18 basis points) Short-Intermediate Fixed Income Separate Accounts $50 million - $100 million: 0.15% (15 basis points) Short-Intermediate Fixed Income Separate Accounts $100 million+: 0.12% (12 basis points) Short-Intermediate Fixed Income Separate Accounts $0 - $50 million: 0.25% (25 basis points) Core Fixed Income Separate Accounts $50 million - $100 million: 0.20% (20 basis points) Core Fixed Income Separate Accounts $100 million+: 0.15% (15 basis points) Core Fixed Income Separate Accounts $0 - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Separate Accounts $50 million - $100 million: 0.25% (25 basis points) Core Plus Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Core Plus Fixed Income Separate Accounts $0 - $25 million: 0.35% (35 basis points) Opportunistic Corporate Fixed Income Separate Accounts $25 million - $75 million: 0.30% (30 basis points) Opportunistic Corporate Fixed Income Separate Accounts $75 million - $100 million: 0.25% (25 basis points) Opportunistic Corporate Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Opportunistic Corporate Fixed Income Separate Accounts $0 - $50 million: 0.55% (55 basis points) Opportunistic High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.40% (40 basis points) Opportunistic High Yield Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) Opportunistic High Yield Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) High Yield Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) High Yield Fixed Income Separate Accounts $0 - $25 million: 0.45% (45 basis points) International Fixed Income Separate Accounts $25 million - $50 million: 0.40% (40 basis points) International Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) International Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) International Fixed Income Separate Accounts $0 - $25 million: 0.85% (85 basis points) Trade Finance Fixed Income Separate Accounts $25 million - $50 million: 0.75% (75 basis points) Trade Finance Fixed Income Separate Accounts $50 million - $75 million: 0.65% (65 basis points) Trade Finance Fixed Income Separate Accounts $75 million+: 0.50% (50 basis points) Trade Finance Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $0 - $15 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $15 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $0 - $15 million: 0.375% (37.5 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $15 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $0 - $5 million: 0.35% (35 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.25% (25 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.23% (23 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.35% (35 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.275% (27.5 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.15% (15 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.125% (12.5 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.10% (10 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.20% (20 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.175% (17.5 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.15% (15 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.70% (70 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.60% (60 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.50% (50 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.40% (40 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $100 million+: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.75% (75 basis points) International Equity Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.65% (65 basis points) International Equity Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.55% (55 basis points) International Equity Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.45% (45 basis points) International Equity Managed Accounts and Model Portfolio Management Services $100 million+: 0.40% (40 basis points) International Equity Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.85% (85 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.80% (80 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.75% (75 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.70% (70 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $100 million+: 0.60% (60 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.35% (35 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services
Performance-based fees charged for certain accounts, including Pooled Investment Vehicles; fees vary and are negotiated and specified in investment management agreements.
Account minimum: $100,000 for Managed Account Program Equity Accounts; $250,000 for Managed Account Program Taxable Fixed Income Accounts; $10 million for Small Cap Separate Accounts; $25 million for other Separate Account strategies; $500 million for Money Market/Liquidity Separate Accounts; $100 million for Active Cash Fixed Income Separate Accounts; $50 million for Short-Intermediate Duration Fixed Income Separate Accounts; $1 million for Federated Hermes CW Henderson division non-Managed Accounts; $500,000 for Federated Hermes CW Henderson division Managed Account Program accounts
101 Park Avenue, Suite 4100
New York, NY 10178-0002
Illinois · Massachusetts · New York · Pennsylvania
Federated Global Investment Management Corp
2010 - Present (16 years)
MDT Advisers, A Division of Federated MDTA LLC
2010 - Present (16 years)
Federated Investment Counseling
2003 - Present (23 years)
Federated Hermes, Inc.
1995 - Present (31 years)
Federated Securities Corp.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Real estate agent
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Other specialized services
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