30-49 Employees

2

Morton Capital

Overall Ranking16

Employees32 Firm TypeRIA Co-CEOJeffrey Sarti LocationCalabasas, Calif. Primary CustodianSchwab Advisor Services

Overall Ranking16

Employees32 Firm TypeRIA Co-CEOJeffrey Sarti LocationCalabasas, Calif. Primary CustodianSchwab Advisor Services

“After we reached 20 employees, we realized the complexities of the business changed and we needed to institutionalize our processes,” said Jeffrey Sarti, co-CEO of Morton Capital.

“After we reached 20 employees, we realized the complexities of the business changed and we needed to institutionalize our processes,” said Jeffrey Sarti, co-CEO of Morton Capital.

The leadership of the 35-employee firm took a very intentional approach to maintain its culture and camaraderie in the interest of healthy growth and succession planning. One of its most effective strategies was to codify its vision (“empowering families to enjoy their lives”) and core values (excellence, empowerment, empathy, ethical behavior and enjoyment).

The result has been a happy staff, which starts with the value placed on enjoyment.

“It’s not just okay to enjoy your work, but it’s important,” Mr. Sarti said. “And if someone is not feeling that enjoyment, we are proactive about finding out why.”

Empowerment is encouraged through very detailed and descriptive career paths for employees, who in turn feel they control their own destiny. Built into these paths is the ability to transition to different roles within the company, which also ties in with enjoyment, Mr. Sarti said.

Empathy is supported by encouraging diversity, with the workforce intentionally recruited for backgrounds outside of finance.

“We want different kinds of ideas at the table,” Mr. Sarti said. “It’s energizing and it contributes to the camaraderie.”

— Deborah Nason

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