Mora Wealth Management announces that it is changing its corporate name to Boreal Capital Management (BCM or Boreal). The name change reflects the company’s fully independent operational status with respect to its shareholder, MoraBanc Group, and its global presence in Europe and America.
Boreal Capital Management is an independent multi-disciplinary wealth management services firm. It is a true fiduciary with a clear goal of providing its clients with a full array of financial and wealth planning solutions.
Founded in 2009, Boreal operates as a fully independent unit offering a multi-custody, multi-jurisdiction, multi-disciplinary model with independent financial advice as a code of conduct. Boreal Capital Management has a well-established tradition in investment advisory and wealth management.
BCM’s mission is to offer a risk-based investment approach to individuals and families across multiple custodian banks and jurisdictions. BCM strives to offer an independent platform with the only objective to minimize risk, preserving capital to achieve consistency in the rate of wealth appreciation.
The new name is effective immediately and will be implemented across the company’s products and services throughout the calendar year 2019.
* This document is for information purposes only and does not constitute, and may not be construed as, a recommendation, offer or solicitation to buy or sell any securities and/or assets mentioned herein. Nor may the information contained herein be considered as definitive, because it is subject to unforeseeable changes and amendments.
Past performance does not guarantee future performance, and none of the information is intended to suggest that any of the returns set forth herein will be obtained in the future.
The fact that BCM can provide information regarding the status, development, evaluation, etc. in relation to markets or specific assets cannot be construed as a commitment or guarantee of performance; and BCM does not assume any liability for the performance of these assets or markets.
Data on investment stocks, their yields and other characteristics are based on or derived from information from reliable sources, which are generally available to the general public, and do not represent a commitment, warranty or liability of BCM.