Thirteen years ago, when John and Darcy set out, “the office” was little more than two lawn chairs and a shared vision. With humble beginnings, they’d visit the public library to read the Wall Street Journal and take the bus from the airport on business trips.

As Ewing Morris grew, so too did its investment expertise. What began as a focused Small Cap Equities strategy expanded into specialized areas like High Yield Fixed Income and Shareholder Activism, niche corners of the market where we could define our edge and offer something difficult for both individuals and large firms to replicate.

With growing client trust came the need for a broader platform. We built our team with intention by expanding our capabilities while remaining true to our roots: independence, fundamental analysis, discipline, and purpose. This led to the creation of Ewing Morris Wealth, born from the recognition that traditional wealth management models weren’t keeping pace with the complex needs of today’s investors.

Today, more than 500 families and nearly $1 billion in assets trust the Ewing Morris team to help them achieve their financial goals either through our proprietary Ewing Morris Endowment Model for wealth management, or by accessing one of our industry-leading investment strategies.

While we’ve evolved significantly over the years and continuously raise the bar in serving our clients, we remain grounded in the core values and humility that shaped our foundation. That’s what got us here—and it’s what will take our clients to the next level.