Welcome Morris Capital Advisors

Smithbridge Asset Management Welcomes Dan Morris and the Clients of Morris Capital Advisors

Two Pennsylvania Firms Join Forces


Smithbridge Asset Management Welcomes Morris Capital Advisors

Two Pennsylvania Firms Join Forces

Chadds Ford, Pennsylvania – January 3, 2022 – Smithbridge Asset Management, Inc.,  an SEC registered Pennsylvania investment advisor announced that Morris Capital Advisors, LLC  another SEC registered Pennsylvania investment advisor has joined Smithbridge. Smithbridge  Asset Management, founded in 1997 and Morris Capital Management, founded in 1996 have  long and distinguished histories of providing superior investment management and distinctive service. 

            Jonathan Kolle, CFA, President and Chief Investment Officer of Smithbridge Asset  Management said, “We are delighted to have Dan Morris, Morris Capital Advisors’ clients and  the Manor Funds join our firm. Dan’s well proven investment philosophy and disciplined   process will complement our array of investment strategies to offer clients.”   

            Dan Morris said, “It was crucial that I merge with a firm that treats clients with the same  high level of customer service and has the operational and technical capabilities to support Morris Capital Advisors and its clients. After exploring several alternative opportunities, I determined  that Smithbridge demonstrated the commitment necessary provide our clients with the level of service  and investment expertise to which they have been accustomed.”

            Smithbridge Asset Management is located in Chadds Ford, Pennsylvania and Morris  Capital Advisors is located in Malvern, Pennsylvania. For more information see Smithbridgeasset.com.

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