The Murray Wealth Group offers unique, personalized solutions, driven by our depth of knowledge and long-term experience. We believe in partnering with our clients to understand and appreciate their long-term goals and commit to achieving their success.

Our Investment Philosophy

The Murray Wealth Group’s investment philosophy is, at its core, bottom–up fundamental investing. We are long-term investors and consistently fully invested. MWG builds concentrated, index-agnostic portfolios of high conviction securities. Our ability to focus on quality companies with sustainable competitive advantages is key to delivering long-term, above-average returns.

• Concentrated: Fund Portfolios Hold Between 25-35 Securities

• High Conviction: Securities Are Owned with 2-8% Portfolio Weights

• Index Agnostic: >80% Active Share in Our Funds