As a self-proclaimed data nerd, Chief Investment Officer Morgan Arford leads Comprehensive Wealth Management’s investment strategy to support clients on their path to live richly. Morgan has also been integral in forming the firm’s core investment philosophy – that avoiding downside is more important than capturing all of the upside – through his proprietary CWM Performance Targeting System (PTS)®.
Built on a proprietary algorithm developed by Morgan, CWM’s PTS investment strategy assimilates economic, behavioral and geopolitical data to help forecast market risk and mitigate loss during periods of volatility, aiming for long-term positive returns. With this tool, Morgan’s data analysis reveals strategic insights that guide decision-making around client portfolios, in line with individual client goals. In addition to his years in data analysis and finance, Morgan has also been a core contributor to CWM since he was in high school, when he assisted with various administrative projects.
You may also know Morgan as the author behind the popular quarterly Market Insights or as one of the smiling faces in our Thirdly series. You can also find him sharing insights on Twitter and YouTube for more on-the-go knowledge.
Morgan graduated Magna Cum Laude and Phi Beta Kappa with a bachelor's degree in data analytics and oversees portfolio management, investment analysis and the development and testing of new strategies.
Outside of Work
Morgan enjoys a number of after-work activities that garner new skills and broaden his horizons. He is a heavily involved family man, fitness enthusiast, and particularly enjoys thrashing his sons, Wyatt and Keegan, in regular Mario Kart sessions. His daughter, Nalia, loves to dance with daddy (who has formal dance training) to 80s monster rock ballads and all things unicorn related. He and his wife, Debbie, and their kids are actively involved in their local church community.
Being an extremely active and energetic person, Morgan looks forward to any challenge and is ready to help lift CWM and their clients to greater heights of success.
- Series 63
- Series 65
- Series 7
Investment advisor representative offering advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. CWM and IFG are unaffiliated entities.
Everyone deserves the ability to live a long, productive life and have the funds they need to finance their chosen lifestyle. I’m driven to come to work every day to help try to make that a reality for as many people as we can."
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