Discretionary and non-discretionary portfolio management, asset allocation, and investment consulting — built on institutional-grade quantitative and risk expertise.
| Under $500k | 1.00% – 1.25% |
| $500k – $1M | 0.80% – 1.00% |
| $1M – $5M | 0.60% – 0.85% |
| $5M+ | 0.40% – 0.65% |
Discretionary and non-discretionary management across equity, fixed income, ETFs, and alternative asset classes with ongoing monitoring and rebalancing.
Portfolio construction and ongoing monitoring informed by institutional derivatives and options expertise — with emphasis on downside awareness and disciplined risk management across market conditions.
Asset location optimization, tax-loss harvesting, and tax-aware portfolio construction coordinated across account types and objectives.
Advisory on equity compensation, retirement planning, and long-term wealth strategy coordinated with active portfolio management.
Deep domain expertise in derivatives infrastructure, margin systems, and options risk — disciplines that inform every investment decision.
Morast Capital Management is led by Anthony Morast, a finance and technology professional with deep expertise spanning OTC derivatives, portfolio margin systems, and options risk infrastructure.
With a background building institutional-grade risk and margin systems at the infrastructure level, the firm applies the same analytical rigor to portfolio construction and capital management that institutional trading desks demand.
Anthony holds the Series 65 and SIE licenses and is a registered Investment Adviser Representative in the State of Montana.
For inquiries regarding investment management services, advisory relationships, or general information.