Mori Huston Partners

Mori Huston Partners is a fee‑only registered investment adviser that provides discretionary and non‑discretionary portfolio management and investment consulting primarily to high‑net‑worth individuals (including U.S. citizens and non‑resident/non‑citizen foreign nationals) and select pension or profit‑sharing plans. In addition to standard portfolio management and consolidated reporting, the firm offers wealth‑planning adjunct services such as assistance establishing offshore companies and U.S. LLCs, protector services for wealth structures, and coordination of annual tax filings.

The firm’s investment process is built around individualized investment policy statements and active asset allocation, combining fundamental and technical analysis with a stated emphasis on capital preservation and long‑term, inflation‑adjusted returns. Mori Huston manages separate client accounts and also serves as investment manager to a British Virgin Islands pooled fixed‑income fund offered only to non‑U.S. accredited and qualified purchasers, employing both longer‑term allocations and shorter‑term trading as warranted.

What is distinctive about this firm is its significant non‑U.S. client base and its role as a private fund adviser and portfolio manager for pooled vehicles—features that are uncommon among similarly supported advisers. The firm pairs a small advisory team and a concentrated asset base with cross‑border fund management and ancillary corporate/trust services (including a referral arrangement with a trust provider), creating a practice model that differs from many peers.