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Amelia Maccoun Morris

Brandes Investment Partners, LP

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About Amelia Maccoun Morris

Amelia Morris is a registered investment advisor representative with Brandes Investment Partners, LP in La Jolla, California. Amelia has been in the industry for over 30 years, working with clients such as individuals, businesses, investment companies, pooled investment vehicles, and various charitable organizations. Amelia's experience includes positions at D. A. Campbell Company INC. and Nomura Securities International, Inc. Brandes Investment Partners, LP is a large investment firm with a broad range of client types, including institutions and high-net-worth individuals. The firm provides portfolio management services for a variety of investments, focusing on long-term, value-oriented strategies.

Firm Information

Amelia Morris is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Amelia Morris’s Registration & Firm History

CA

03/31/1998 - Present

Brandes Investment Partners, LP (La Jolla CA)

CA

06/29/1993 - 06/12/1997

D. A. CAMPBELL COMPANY INC. (LOS ANGELES CA)

NY

02/26/1987 - 08/04/1992

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amelia Maccoun Morris.
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