Morley Financial Services

Firm Profile

Morley Financial Services, Inc. was founded in 1982 and through the years, has remained at the forefront of the stable value industry by excelling at the essentials of stable value management while developing innovative new products and investment strategies to enhance client portfolios. Investment management services are provided by Morley Capital Management, Inc., a subsidiary of Morley Financial Services, Inc. With over $16 billion in assets under management as of 6/30/2015, Morley Capital Management, Inc. manages assets for a variety of organizations including corporations, governmental plans, financial institutions and Taft-Hartley funds. Services include separate account management and proprietary commingled funds. Morley Capital Management provides custom solutions tailored to meet the unique needs of our clients.

KEY CONTACTS
Bill Gardner, (503) 484-9313 Gardner.Bill.F@morley.com
Jim Pondel, (503) 541-4077 Pondel.Jim@morley.com
Brett Okamoto, (503) 484-9360 Okamoto.Brett@morley.com

WEBSITE
www.Morley.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

Available within an employer-sponsored defined contribution or retirement savings plan, including 401(k), Profit Sharing, 403(b)(9), and Governmental 457 Plans.

TOTAL AUM ($MM)
As of 6/30/16: $17.1B
As of 12/31/15: $16.69B
As of 6/30/15: $16.7B
As of 12/31/14: $17.0B
As of 12/31/13: $17.9B

TOP FUNDS BY DC ASSETS
Morley Stable Value Fund, $7,765MM
Principal Stable Value Fund, $4,384MM

ADVISOR SUPPORT SERVICES
• External Wholesalers Focused On Advisers
• Compliance Support
• Training For DC Plan Sales/Service
• Investment Committee Meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 6/0