The Moorings Group, LLC

The Moorings Group provides discretionary asset management and sub‑advisory portfolio services to individuals, trusts, estates, charitable organizations, corporations, foundations, and municipalities, and accepts a limited number of institutional clients, including insurance companies. The firm manages custom portfolios for direct clients and for clients of primary advisers, and also offers a small number of balanced strategies alongside its fixed income mandates.

The firm specializes in actively managed fixed income, with a primary focus on municipal securities and tax‑aware cash management, following a four‑step process of client evaluation, market assessment, portfolio design and periodic portfolio review. Municipal credit analysis is performed at multiple levels and each portfolio is assigned a benchmark that the firm uses to evaluate and report portfolio performance to clients and, where applicable, to primary advisers.

Compared with peers, The Moorings Group is notable for its small, partner‑owned team managing about $440 million, resulting in high assets under management per advisor and concentrated institutional responsibilities. It is also uncommon among similar firms to serve insurance company clients and to document and communicate performance results relative to designated benchmarks while operating both as a direct manager and as a sub‑advisor.