Drexel Morgan & Co. is a registered investment adviser and bank holding company. Together with its subsidiaries, the firm has in excess of $12 billion in assets under management or consultation as of December 31, 2016. We believe above average returns can be achieved by purchasing large capitalization, dividend-paying, primarily A+ rated stocks with excellent balance sheets and consistent growth in earnings.
The Legacy PortfolioTM is our core product representing a considerable percentage of Drexel Morgan & Co.'s assets under management. The investment philosophy behind The Legacy Portfolio has been in existence for over 50 years.
This website was prepared for informational purposes only and is not a recommendation, offer or solicitation of an offer to buy or sell any security or financial instrument or to participate in any investment strategy.
This website must not be provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Drexel Morgan & Co. is not authorized to provide such information or services.
The views and opinions expressed above are those of the portfolio management team at the time of writing, are subject to change based on market, economic and other conditions, and should not be construed as recommendation or investment advice. This material may not be reproduced or distributed. Registration of an Investment Adviser does not imply any level of skill or training.
Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear and there is no guarantee that any investment strategy will meet its objective.
Drexel Morgan reserves the right, in its sole discretion, without any obligation and without any notice requirement, to change, improve or correct the information, materials and descriptions on this website and to suspend and/or deny access to this website for scheduled or unscheduled maintenance, upgrades, improvements or corrections. The information and materials on this website may contain typographical errors or inaccuracies. Any dated information is published as of its date only, and Drexel Morgan does not undertake any obligation or responsibility to update or amend any such information. Drexel Morgan may discontinue or change any product or service described in or offered on this website at any time.
None of the information contained in this website constitutes a recommendation, solicitation or offer by Drexel Morgan to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.
The information contained in this website has been prepared without reference to any particular user’s investment requirements or financial situation. Certain transactions give rise to substantial risk and are not suitable for all investors. Prior to the execution of any transaction by you involving information you received from this website, you should consult your business advisor, attorney and tax and accounting advisors with respect to the price, suitability, value, risk or other aspects of any stock, mutual fund, security or other investment. Pricing and other information generated through the use of data or services made available herein may not reflect actual prices or values that would be available in the market at the time provided or at the time that the user may want to purchase or sell a particular security or other instrument.
The information and services provided on this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Drexel Morgan is not authorized to provide such information or services. Some products and services described in this website may not be available in all jurisdictions or to all clients.