Drexel Morgan & Co.

Drexel Morgan & Co. provides personalized investment management services, centered on its proprietary offering, The Legacy Portfolio™. The firm employs a disciplined investment philosophy that prioritizes purchasing large capitalization, dividend-paying stocks with primarily A+ ratings, strong balance sheets, and consistent earnings growth. This approach underpins their strategy for achieving robust, above-average returns for clients.

The current iteration of Drexel Morgan & Co. was established in 1979 by George W. Connell for his bank holding company. Connell brought extensive experience to the venture, having spent over two decades with J.P. Morgan & Co. and later as a Principal at Drexel & Company. His founding insight was to revive and apply an enduring investment philosophy, drawing on a heritage rooted in the principles of financial stewardship that dates back over half a century.

The company primarily serves clients seeking sophisticated wealth management, guiding them toward long-term financial objectives through a focus on quality equities. Drexel Morgan & Co.'s vision is to perpetuate a legacy of prudent investment, aiming to deliver consistent performance and capital appreciation by adhering to its established and proven investment tenets for future generations of investors.