Edelston Grasso Group at Morgan Stanley

Transcription

1 Edelston Grasso Group at Morgan Stanley

2 227 W Monroe Street Suite 3400, Chicago, IL / MAIN / TOLL-FREE / FAX

3 Edelston Grasso Group at Morgan Stanley As Financial Advisors, our role is to help you use your wealth to achieve what is most important to you. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early the list is endless, and the decision is uniquely your own. Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team s experience and perspective informed by the insight and resources of one of the world s largest financial firms we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success. In short, your goals become our focus, and achieving them becomes a commitment that we share. EDELSTON GRASSO GROUP 3

4 Meet the Professionals We believe that working as a team helps to provide you with access to the most appropriate solutions, and helps to ensure that you benefit from the highest levels of service. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your needs promptly, professionally and thoroughly. Our goal is to earn your confidence not only through the quality of solutions we provide to you, but also the excellence with which we deliver them. Jay Edelston Financial Planning Specialist Senior Vice President Financial Advisor Education: BA - Tulane U, 1965 Experience: E F Hutton and successor firms, 1966-present Married to Carla with 3 children and six grand children Glencoe resident 4 MORGAN STANLEY

5 Robert Grasso Financial Planning Specialist Vice President - Wealth Management Financial Advisor Education: BA - U of Colorado, 2001 Experience: Ikon Corp, ; Smith Barney and successor firm, 2004-present Married to Amanda with two daughters Although born and raised in New York City, an enthusiastic Chicago resident since 2004 Andrew Edelston Financial Advisor Education: BA - U of Colorado, Experience: English Premier League Lacrosse ; Echo Logistics, ; Smith Barney and successor firm, 2009-present Married to Lauren with one son Born and raised in Glencoe, now a Lincoln Park resident Kristen Vogt Registered Associate Education: AAS - Triton College, 2007 Experience: Raymond James Financial Services, ; Smith Barney and successor firm, 2011-present Married to Jerry with 3 children Born and raised in Chicago, now a River Grove resident EDELSTON GRASSO GROUP 5

6 $1.7 Trillion CLIENT ASSETS 6,800,000 CLIENT ACCOUNTS 16,934 FINANCIAL ADVISORS 800 GLOBAL LOCATIONS CEO AND SENIOR MANAGEMENT TEAM WITH DEEP WEALTH MANAGEMENT EXPERIENCE 76+YEARS OF EXPERIENCE A Strong, Steady Force in a Changing Industry Information as of June 30, 2012 unless otherwise indicated

7 A COMMITMENT to EXCELLENCE OVER THE YEARS, YOU HAVE MADE MANY FINANCIAL DECISIONS. ONE IN PARTICULAR IS LIKELY TO HAVE A LASTING IMPACT ON YOUR WELL BEING AND THAT OF YOUR FAMILY: THE CHOICE OF A FINANCIAL ADVISOR. Investors who choose Morgan Stanley often tell us that their reasoning is simple. They choose a Financial Advisor and a firm that mirrors the values propelling their own success: a commitment toperformatthehighestlevelfortheir clients, with no shortcuts, compromises or excuses. Our Financial Advisors work from an extensive knowledge base built on diverse skills, experience, training and professional interests. They take time to understand your most important goals. They have the resources to help you navigate volatile markets and changing life circumstances. Behind every Financial Advisor stands Morgan Stanley. For more than 75 years, our firm has been a leader, innovator and partner for successful individuals and their families, as well as corporations, foundations and endowments. Whatever your financial goals, and however you prefer to pursue them, Morgan Stanley offers you more flexibility, more capability and more insight than you are likely to find anywhere else. MORGAN STANLEY

8 CHOICE / GLOBAL INSIGHT AND OPPORTUNITIES Investment insight without limits Morgan Stanley has a presence in every major asset class and every major market, as well as investment research from some of the world s most respected analysts. Our culture values lively debate and an open exchange of ideas as the basis for distinctive, sophisticated strategies. We translate our insights into your financial success. INTELLECTUAL CAPITAL, GLOBAL PERSPECTIVE. As a client, you have access to the strategic and tactical views of some of the world s most seasoned and respected investment professionals.themembersofour Global Investment Committee develop strategies that guide the management of advisory accounts and help to inform the decisions of clients across Morgan Stanley. The team is currently supported by analysts at two of the world s largest financial institutions, Morgan Stanley and Citi, who cover key geographic and economic sectors, as well as 4,100 companies. This research is directly available to individual clients, as are the market insights, research and analytic views of fixed income and equity desks focused on the needs of individual investors. Your Financial Advisor can bring all of these resources to bear on your portfolio. SOPHISTICATED STRATEGIES, RIGOROUS RISK MANAGEMENT. The Global Investment Committee is an especially valuable resource to you and your Financial Advisor. The committee creates model portfolios based on rigorous statistical techniques which guide both institutional and individual investors and reflect a range of time horizons, risk profiles and wealth levels. Also, the committee makes tactical suggestions based on an astute analysis of the investment landscape. It is all done with an eye on achieving the most efficient balance of risk and return to help maximize the likelihood of successfully meeting your objectives. A PREMIER TRADING AND EXECU TION PLATFORM. Our ability to execute your investment strategy is second to none. Morgan Stanley is one of the only wealth management firms with a stand-alone, principal-driven capital markets platform dedicated to the needs of individual investors and Financial Advisors. Our 210 capital markets professionals are an experienced, highly responsive and knowledgeable resource available to you. THE FULL SPECTRUM OF INVEST MENT CHOICES. In our investment advisory services programs, you also have access to a variety of investment products, including mutual funds and separately managed accounts that are vetted and continuously monitored by a team of manager research analysts and investment professionals one of the largest such groups in the industry. These specialists provide due diligence for an open-architecture platform that includes more than 1,000 investment vehicles and strategies again, a broader offering than that of any other investment firm. When deciding on which advisory program and vehicles to invest in, you will receive guidance from a Financial Advisor focused on your best interests. PERSONAL / PERFORMANCE A PROFOUND UNDER STANDING OF WEALTH MANAGEMENT NEEDS Business Strategies Charitable Pursuits Education Funding Estate Planning Integrated Planning Investment Management Liquidity Retirement Risk Management Performance that seeks to meet Our goal is to understand which personal and financial measures are most important to you and then to exceed them. YOUR PERSONAL FINANCIAL ADVISOR. Among the most important skills of our Financial Advisors is the ability to listen: to thoroughly understand your financial needs and then align the resources to meet them. Your Financial Advisor can help you evaluate immediate concerns and plan for long-term goals, be a sounding board for your investment ideas, and assist you in developing and executing a strategy that is precisely your own. If you choose to utilize one or more of the investment advisory programs offered, your Financial Advisor abides by the highest fiduciary standards, putting yourinterestsaheadofthefirm sor his or her own. Your Financial Advisor is your advocate within our firm, an intelligent editor who selects and aligns the many capabilities of Morgan Stanley for you. From investments to banking and lending services to trusts, your Financial Advisor can help meet unique needs on both sides of your MORGAN STANLEY

9 BEHIND YOUR FINANCIAL ADVISOR Vast experience Drawing on many years of experience, Morgan Stanley understands the importance of shaping relationships that reflect client needs, preferences and aspirations. Your Financial Advisor can help you define and meet your goals by delivering the right resources to you in the way that is most appropriate for how you invest and what you want to achieve. 1 Financial Advisor MANAGING PERSONAL WEALTH TO INSTITUTIONAL STANDARDS. Our vast global firm serves many of the world s most sophisticated and demanding institutional investors. As an individual investor at Morgan Stanley, you ll benefit from the market insight, global presence, risk management resources and analytical rigor that drive our institutional relationships. You will experience the highest standards of client service and responsiveness, enhanced by the personal attention and commitment of your Financial Advisor. THE KNOWLEDGE TO GET IT DONE. As the nation s leading manager of personal wealth, we understand that there are almost as many approaches to managing wealth as there are portfolios to invest. Our firm and Financial Advisors have an in-depth understanding of virtually all the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. Additionally, as a truly global financial institution, we have an equally acute knowledge of financial opportunities and the potential risks. This combination positions us to develop, structure and execute strategies for your most important financial needs, from accumulating wealth to investing for income, from creating retirement reserves to devising a distribution approach that meets your lifestyle and legacy goals. At the same time, we invest in innovative tools that help simplify your financial life on a day-to-day basis. 100 alternative investment strategies 1,000 investment products 25 manager research professionals As of June 30, capital markets professionals and Citi 4,100 global companies tracked 25 global investment committee members balance sheet. Clients who are part of our Reserved program also enjoy around-the-clock service and exclusive seminars devoted to the needs of high net worth clients. THE VALUE OF A LEARNING CULTURE. The firm s Financial Advisors are among the most experienced and capable in the industry many have advanced degrees and professional certifications and designations. Morgan Stanley makes a sizeable investment in the training and professional development of each Financial Advisor. Our continuing education programs are designed to equip Financial Advisors with new skills and perspectives. We want every client to reap the benefits of the culture of excellence of our firm. Our 16,934 Financial Advisors represent an extensive knowledge base built on diverse skills, experience and professional interests. We make this collective knowledge available to every client by facilitating advisor collaboration, encouraging an environment where Financial Advisors can share asset allocation approaches, highly focused strategies, and specific investment ideas to unusual or particularly sophisticated client needs. Away from the office, our Financial Advisors volunteer their time and leadership skills to thousands of local organizations. They are at the forefront ofthefirm scommitmentto giveback generously to the communities where our clients live and work. SPECIAL RESOURCES FOR FAMILIES WITH EXCEPTIONAL REQUIREMENTS. Successful families with substantial assets typically have complex needs and require highly integrated capabilities. Family Wealth Advisors focus on the intricacies of multigenerational wealth transfer, family ownership structures, complex tax reporting, succession planning and family governance. Our clients work with professionals who have extensive experience addressing both the financial issues andpersonaldynamicsofamerica s wealthiest families. Please read important disclosures on the back cover of this brochure 11/12 CRC569933

10 Start the Conversation We are dedicated to providing you with the strategies and resources that can help you achieve your retirement goals in today s changing financial environment. The Retirement Standard is meant to help connect all the pieces of your financial life with a comprehensive plan of action designed to help put you on a path to the retirement you envision. 10 MORGAN STANLEY

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12 This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor.The appropriateness of a particular investment or strategy will depend on an investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2014 CRC