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Free Webcast: Market Outlook & Socially Responsible Investing

Wednesday, June 26, 2019 • 12:00 – 1:00 p.m.


  • Why is Environmental, Social, and Governance (ESG) investing important?
  • What are exchange traded funds (ETFs)?
  • How to use ESG investing with ETFs

Herbert W. Morgan, III- Senior Managing Director, Chief Investment Officer

Herb Morgan is the Senior Managing Director, Chief Investment Officer of Efficient Market Advisors, a Business of CFIA (EMA). One of the financial industry's recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs. Prior to founding EMA in 2004, Herb was Senior Vice President - Advisory at Linsco/Private Ledger Financial Services, Inc. (LPL Financial). Herb also served as Senior Vice President with Dreyfus and ING Funds group (then known as Pilgrim Funds) and held various positions with J&W Seligman & Co. Herb has been interviewed by multiple publications including Forbes, CBS Market Watch, Business Week, Investment News, Investor's Business Daily and The Wall Street Journal. He has also been a guest on Fox News and CNBC television. He has served as an expert witness in cases involving mutual fund trustee fiduciary liability. Herb served as President of the Board of Administration of the San Diego City Employees' Retirement System (SDCERS) where he was a member of the Investment, Business and Governance, Audit and Disability Committees. He was a member of SDCERS' Board of Administration from April 2009 to July 2013. Herb is involved with philanthropy in education, including serving as a Director chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity, Inc. Herb graduated, with Honors, from The University of California, Santa Cruz with a Bachelor of Arts in Economics. 

You do not need to be a KeyPoint member to attend. 

Herb Morgan is not affiliated with KeyPoint Credit Union, KeyPoint Financial Services, or Securities America, Inc. and his commentary reflect his opinions only. Consult your tax and financial advisor regarding your own particular situation.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG, PFG Advisors, KeyPoint Credit Union, KeyPoint Financial Services, Securities America, Inc., and Protective Life Insurance are separate entities. 

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 May Lose Value