The Collins Savrann Group at Morgan Stanley. Helping You Identify and Achieve Your Unique Goals
|
|
- Terence Lucas
- 6 years ago
- Views:
Transcription
1 The Collins Savrann Group at Morgan Stanley Helping You Identify and Achieve Your Unique Goals
2 600 Longwater Drive Suite 202 Norwell, MA / MAIN / TOLL-FREE / FAX michael.collins@morganstanley.com stephen.savrann@morganstanley.com katelyn.collins@morganstanley.com
3 The Collins Savrann Group at Morgan Stanley As a Morgan Stanley client you benefit from the experience of one of the world's leading wealth management firms. Our team is committed to listening to you, assessing your concerns and helping to ensure that all of your assets are working together towards the goals you have set. We will keep you informed and focused, so even in difficult markets, you never lose sight of your priorities. We provide clear, consolidated reporting on progress towards your goals. We value your trust and however you acquired your wealth, we respect the choices and decisions you have made in the process. THE COLLINS SAVRANN GROUP 3
4 Meet the Professionals The Collins Savrann Group is focused on helping you identify and achieve your unique goals, whether they are preserving your wealth, minimizing risk or growing your assets. We will work to determine the relevant customized solutions to meet your objectives. Our group uses multiple sources of research to take a top-down approach to selecting securities. The whole process is governed by a strict review discipline. In addition to Morgan Stanley, we have access to research from numerous third-party providers. As industry professionals for more than 30 years, we have experienced multiple bull and bear markets. This experience has proven invaluable in managing client assets during periods of strong and turbulent markets. 4 MORGAN STANLEY
5 Michael J. Collins Senior Portfolio Manager Senior Vice President Financial Advisor My career began in Over the past 33 years, I have helped clients manage their wealth throughout good times and bad. This includes the 1987 stock market crash, the internet bubble, and the 2008 global crisis. I joined Morgan Stanley after 16 years at UBS Financial Services and a tenure at Lehman Bros Inc. (15 years). Focusing on fee based discretionary portfolio management, I am FINRA-registered and hold Series 7, 63, and 65 securities licenses. Featured in the publication, The Technical Analysis of Stocks and Commodities, my emphasis is on rules based investment processes. My bachelor s degree in economics and psychology (cum laude) is from Bowdoin College. My wife and I reside in Hull MA and enjoy spending time with our 3 children. Stephen K. Savrann Vice President Financial Advisor My investment career began in one of the equity market s most memorable years in stock market history I recently joined Morgan Stanley after spending 26 years at UBS Financial Services. My entire career has been focused on providing customized investment planning solutions for businesses and high net worth families. My particular area of emphasis is servicing the needs of the Automotive Reinsurance marketplace. My bachelor s degree in business management is from Babson College. My wife and I live in Sharon Ma., where I am actively involved in charitable work as a Sharon Rotarian. Katelyn A. Collins Client Service Associate I recently joined the Collins/ Savrann Group at Morgan Stanley after serving as Admissions Coordinator at Boston University Graduate School of Engineering. My main responsibilities include providing administrative service and assistance to the team s clients, as well as, coordinating all operational and scheduling activities for the Group. I am a 2012 graduate of Providence College (summa cum laude), and currently reside in Boston s historic North End. THE COLLINS SAVRANN GROUP 5
6 Portfolio Management and Strategies The Collins/Savrann Group Investment Strategies- The PM Program The PM Program was established in 1979 to provide individual investors with a level of personalized portfolio management typically reserved for major institutional investors. All portfolios are managed individually on a fully discretionary basis by Financial Advisors at Morgan Stanley who have been qualified by the firm to independently manage client assets based on training, experience and commitment to service. Dividend Growth Strategy (Large Cap) Objective The objective of our Large-Cap Dividend Growth portfolio is to achieve above-average growth relative to the S&P 500 over a full market cycle (7 10 years), while experiencing below-average volatility. We aim to accomplish this objective through a diversified portfolio constructed primarily of large-cap, dividend-paying securities. This style is most suitable for investors looking for equity and income exposure in a diversified portfolio. Key Facts Asset Class/Market Cap: Equities/Large-Cap Geographic Exposure: Global Investment Strategy In our Dividend Strategy portfolio we primarily concentrate on domestic equities. From time to time, we may invest in international securities; however, they will represent a minority of the portfolio. Primary factors that we evaluate for this portfolio involve current dividend yield, historical dividend growth, and the sustainability and consistency of each security s dividend payout ratio. From these factors we derive an intrinsic value ( fair value ) for each security. We aim to purchase each security well below its fair value and hold until it reaches fair value. Portfolio turnover is fairly modest. Due to the nature of the selection process, portfolio holdings tend to have a larger market capitalization and generally will represent most of the S&P 500 sectors. PRT Equity Strategy (All-Cap) Objective The objective of the PRT Strategy portfolio is to achieve above-average risk-adjusted returns by utilizing a systematic (rules-based) investment process. This portfolio typically consists of domestically traded securities, although the portfolio has held as many as 80 positions. Companies in this portfolio tend to be smaller to medium in terms of market capitalization (market cap range from $200 million to 10 billion). This portfolio is actively managed; turnover is higher, and thus, this portfolio can experience more volatility. With frequent rebalancing, it is unlikely that gains on individual stocks will qualify for long-term capital gains treatment. This style is most suited for investors who are comfortable with potentially larger swings in the value of their portfolio. Key Facts Asset Class/Market Cap: Equities/All-Cap Geographic Exposure: United States 6 MORGAN STANLEY
7 Investment Strategy Our All-Cap PRT Strategy portfolio is focused on adhering to a rulesbased proprietary investment model. As a rules-based program, investment decisions are executed according to a set of predefined criteria. These rules cover all aspects of the investment process: what to buy, when to buy, how much to buy, when to add to existing positions and when to sell. The PRT process involves the daily review of recently released company quarterly earnings reports. To qualify for purchase, each company must satisfy four specific investment criteria. The portfolio aims to profit off the inefficiencies of the stock market by purchasing companies that are experiencing strong earnings growth and have recently reported a positive quarterly earnings surprise. A disciplined risk management is employed. In theory, the risk management process is designed to protect profits, minimize losses and control portfolio volatility. Portfolio turnover tends to be more frequent with this strategy, so portfolio volatility could be greater during various market cycles. Additionally, due to the nature of the investment process, this portfolio may also maintain larger cash positions from time to time.
8 Portfolio Management and Strategies (continued) Multiple Asset Strategy (All-Cap) Objective The objective of our Multiple Asset Strategy is to achieve growth of capital through ownership of a diversified portfolio of mutual funds and EFTs. These funds are uniquely selected based on an individual Target Asset Allocation model. This strategy is most suitable for investors who desire a broad exposure to various asset classes. Key Facts Asset Class/Market Cap: All potential asset classes/all-cap Geographic Exposure: Global Investment Strategy The portfolios created by our Multiple Asset Strategy are unique for each client. We begin by asking detailed questions about your investment goals, time frames, preferences and comfort level with risk. Your answers will generate a customized proposal which will summarize a particular target asset allocation. This allocation will be reflective of your investment objectives and tolerance for risk and will also serve as a model when modifying or rebalancing your portfolio. Once the asset allocation has been determined, our team, with access to over 3,000 mutual funds and EFTs, will structure a diversified portfolio of funds for you according to your particular target asset allocation. All portfolios are monitored and rebalanced quarterly keeping your investment plan in line with the target allocations. 8 MORGAN STANLEY
9
10 Focus and Experience The goal of the Collins/ Savrann Group is to be your #1 Investment Advisor of Choice. Whether your investment goals require complex financial planning, lending/ financing concerns, or money management solutions, our Group is committed to serving your unique needs. This understanding, combined with the powerful global resources of Morgan Stanley, will lay the foundation for a lasting relationship. We sincerely appreciate the trust and confidence you have placed in us. Thank you for your consideration. Michael Collins Stephen Savrann MORGAN STANLEY
11
12 The PM Program was established in 1979 to provide individual investors with a level of personalized portfolio management typically reserved for major institutional investors. All portfolios are managed individually on a fully discretionary basis by Financial Advisors at Morgan Stanley who have been qualified by the firm to independently manage client assets based on training, experience and commitment to service. S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market. An investment cannot be made directly in a market index. International investing may not be suitable for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, the absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets. Morgan Stanley Smith Barney LLC ( Morgan Stanley ), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client s Financial Advisor invests the client s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor. Past performance of any security is not a guarantee of future performance. There is no guarantee that this investment strategy will work under all market conditions. 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
1607 GROUP AT MORGAN STANLEY
W E A L T H M A N A G E M E N T I. Overview TABLE OF CONTENTS: II. 1607 Portfolio III. 1607 Income Growth Portfolio IV. Investment Team WEALTH MANAGEMENT WEALTH MANAGEMENT O V E R V I E W Our Business:
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT
More informationTHE DURSO WEALTH MANAGEMENT GROUP S DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP S DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 AT MORGAN STANLEY AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES Investments and services offered through Morgan
More informationThe Beyer Stein Group at Morgan Stanley
BSG The Beyer Stein Group at Morgan Stanley Global Multi-Asset ETF Portfolio Management An Efficient Approach to a Diversified Investment Plan 522 Fifth Avenue 15th Floor, New York, NY 10036 212-296-1008
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY MANAGEMENT INVESTMENT
More informationThe Sedgewood Group at Morgan Stanley
James W. Freeman Director Wealth Management Family Wealth Director Financial Advisor Portfolio Manager C. Lee Ives, III, CFP First Vice President Wealth Management Investment Management Consultant Financial
More information3 What We Believe. 4 Our Wealth Management Process. 9 Beyond Your Investment Strategy. The Lenox Group at Morgan Stanley
3 What We Believe 4 Our Wealth Management Process 9 Beyond Your Investment Strategy The Lenox Group at Morgan Stanley the lenox group at morgan stanley wealth management Robertson H. Bennett Family Wealth
More informationThe Hollywood Group at Morgan Stanley
The Hollywood Group at Morgan Stanley 1200 Mt. Kemble Ave., 2nd Fl. P.O. Box 1903, Morristown, NJ 07960 973-539-6700 / MAIN 800-755-4253 / TOLL-FREE 973-425-2366 / FAX http://www.morganstanleyfa.com/ thehollywoodgroup
More informationAsset Allocation Portfolios
Asset Allocation Portfolios Christopher Eckert Senior Vice President Wealth Management Senior Portfolio Manager Financial Advisor 320 Post Road West Westport, CT 06880 phone: 203-222-4057 toll-free: 866-740-7841
More informationThe Bordonaro - Hannah Group at Morgan Stanley. Wealth Management personalized for you
The Bordonaro - Hannah Group at Morgan Stanley Wealth Management personalized for you 8300 NORMAN CENTER DR STE 1150 BLOOMINGTON, MN 55437 952-841-6457 / MAIN 800-927-1990 / TOLL-FREE 952-921-1944 / FAX
More informationThe Hagwood Tomoda Group at Morgan Stanley. Wealth Management and Corporate Retirement Specialists
The Hagwood Tomoda Group at Morgan Stanley Wealth Management and Corporate Retirement Specialists 45 William Street Suite 130, Wellesley, MA 02481 781-431-6700 / MAIN 800-767-7462 / TOLL-FREE 781-263-6816
More informationThe Pokorny Group at Morgan Stanley Smith Barney. Your success is our success.
The Pokorny Group at Morgan Stanley Smith Barney Your success is our success. Our Mission With nearly two decades in the brokerage industry, we offer you an insightful and experienced team that is committed
More informationTax Management Services for Select UMA
Tax Management Services for Select UMA Seeking to Improve After-Tax Returns With Unified Managed Accounts According to the Investment Company Institute, Mutual Funds distributed $398 billion in capital
More informationThe Basch Anderson Miller Group at Morgan Stanley. Customized Solutions for Every Client
The Basch Anderson Miller Group at Morgan Stanley Customized Solutions for Every Client 3993 Howard Hughes Pkwy St 800 NMLS#1288381, Las Vegas, NV 89169 702-737-8143 / MAIN 855-291-4921 / TOLL-FREE 702-425-9494
More informationDaniel R Liff, CRPS Corporate Retirement Director Executive Director Financial Advisor Serving the needs of the affluent investor.
Daniel R Liff, CRPS Corporate Retirement Director Executive Director Financial Advisor Serving the needs of the affluent investor. 58 SOUTH SERVICE ROAD SUITE 400, MELVILLE, NY 11747 631-755-8867 / MAIN
More informationBill Valenti Vice President Financial Advisor
Bill Valenti Vice President Financial Advisor 7811 University Point Drive Fort Myers, FL 33907 239-432-1325 / MAIN 800-326-8389 / TOLL-FREE 239-432-1339 / FAX bill.valenti@mssb.com Bill Valenti Vice President
More informationThe Calabretta Group at Morgan Stanley. passionately committed to managing your wealth
The Calabretta Group at Morgan Stanley passionately committed to managing your wealth 204 North George St. Suite 300, York, PA 17401 717-854-5553 / MAIN 800-343-5235 / TOLL-FREE 717-852-4101 / FAX www.morganstanleyfa.com/thecalabrettagroup
More informationThe Monte Sano Group at Morgan Stanley. Amanda Mullins Todd McBride
The Monte Sano Group at Morgan Stanley Amanda Mullins Todd McBride 501 Madison Street Huntsville, AL 35801 256-535-2876 / MAIN 800-633-2947 / TOLL-FREE 256-585-6480 / FAX www.morganstanleyfa.com/montesanogroup
More informationUnderstanding Investment Risk
Understanding Investment Risk The NorthStar Group Brian Bevan Sharon Stout Financial Advisors November 14, 2014 2014 Morgan Stanley Smith Barney LLC. Member SIPC. CRC793023 January 2014 Expires: February
More informationThe Tripod Strategy or Belmont Ave. Youngstown, OH
(Bottom L-R: Russ Spitz, Josh Blumental, Top L-R: Scott Murray, Amanda Wood, Dan Betts) The Tripod Strategy 330-759-6770 or 1-800-535-0017 5048 Belmont Ave. Youngstown, OH 44505 www.fa.smithbarney.com/buckeyegroup
More informationThe Main Line Group at Morgan Stanley. Helping Clients To and Through Retirement
The Main Line Group at Morgan Stanley Helping Clients To and Through Retirement Two Town Place Suite 100, Bryn Mawr, PA 19010 855-598-6732 / toll-free 610-542-2944 / main 267-744-4100 / fax www.morganstanleyfa.com/themainlinegroup
More informationThe Linn Eberly Group at Morgan Stanley. A clear path to your goals
The Linn Eberly Group at Morgan Stanley A clear path to your goals 724 Columbia Street NW Suite 350, Olympia, WA 98501 360-943-2300 / MAIN 800-843-7564 / TOLL-FREE 360-357-6971 / FAX www.morganstanleyfa.com/thelinneberlygroup/
More informationThe Scheid Group at Morgan Stanley
The Scheid Group at Morgan Stanley 4969 US HIGHWAY 42 SUITE 1200 LOUISVILLE, KY 40222 502-394-4047 / MAIN 800-966-4617 / TOLL-FREE 502-394-4013 / FAX morganstanley.com/fa/thescheidgroup.com michael.scheid@morganstanley.com
More informationJohn A. Busco. Senior Vice President Financial Advisor Wealth Advisor
John A. Busco Senior Vice President Financial Advisor Wealth Advisor 1433 Hooper Avenue Toms River, NJ 08753 732-505-4743 / MAIN 800-676-0996 / TOLL-FREE 732-505-4737 / FAX www.fa.smithbarney.com/busco
More informationThe Wentworth Group at Morgan Stanley
The Wentworth Group at Morgan Stanley One Harbour Place, Suite 125 Portsmouth, NH 03801 603-422-8900 / MAIN 800-735-5811 / TOLL-FREE 603-422-8989 / FAX www.morganstanleyfa.com/ thewentworthgroup Paul.Kinnaly@morganstanley.com
More informationBobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor
Bobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor 650 SOUTH EXETER ST. Ste 1100 BALTIMORE, MD 21202 410-736-5386 / MAIN 800-837-5833 / TOLL-FREE 410-736-5499
More informationChristopher Eckert, CFP
Christopher Eckert, CFP Senior Vice President Wealth Management Senior Portfolio Manager Financial Advisor Helping You Through Your Most Important Transitions 320 Post Road West Westport, Connecticut 06880
More informationThe Cresfort Investment Group at Morgan Stanley Capabilities Overview
The Cresfort Investment Group at Morgan Stanley Capabilities Overview Table of Contents I. The Cresfort Investment Group Overview II. Equity Management Overview III. Fixed Income Management Overview IV.
More informationThe Spiro Group at Morgan Stanley
The Spiro Group at Morgan Stanley 1100 Poydras Street Suite 1900, Energy Centre, New Orleans, Louisiana 70163 504-585-3973 / Main 800-227-6121 / Toll-Free 504-910-9755 / fax www.morganstanleyfa.com/ spirogroup/
More informationThe Waypoint Group at Morgan Stanley
The Waypoint Group at Morgan Stanley 3635 Boardman Canfield Road Canfield, OH 44406 330-286-4400 / MAIN 800-535-0017 / TOLL-FREE 330-286-4388 / FAX As Financial Advisors, our role is to help you use your
More informationBarry J. Gottlieb, CFP, CDFA. Financial Advisor
Barry J. Gottlieb, CFP, CDFA Financial Advisor 120 Albany Street New Brunswick, NJ 08901 732-435-2226 / MAIN 732-668-2131 / CELL 800-272-1370 / TOLL-FREE 732-435-2255 /FAX http://www.morganstanleyfa.com/
More informationPhiladelphia Legacy Team at Morgan Stanley
Philadelphia Legacy Team at Morgan Stanley 1650 Market St 42nd FL, Philadelphia, PA 19103 215-854-6271 / MAIN 800-233-1414 / TOLL-FREE 215-240-7953 / FAX www.morganstanleyfa.com/philad elphialegacyteam
More informationPlan for Your Future. Make It Happen.
Plan for Your Future. Make It Happen. John W. Carnes, CFP Vice President The Fedor Group at Morgan Stanley KSPE Annual Convention Lexington, KY May 22, 2014 2013 Morgan Stanley Smith Barney LLC. Member
More informationRetirement Distribution Income: Enhanced (MAP) Select UMA American Funds (Model Portfolio Provider)
American Funds (Model Portfolio Provider) 333 S Hope Street, 52ND Floor Los Angeles, California 90068 Style: Sub-Style: Firm AUM: Firm Strategy AUM: Global Multi Asset Global Multi Asset Income $1,706.1
More informationThe Fort Dearborn Group at Morgan Stanley Chicago, IL
The Fort Dearborn Group at Morgan Stanley Chicago, IL Income Focused Offerings Fixed Income Rotation Fixed Income Rotation + Alternatives Tax Free Bond Portfolio Taxable Bond Portfolio Short Term Taxable
More informationAlysia R. Perkinson. Financial Planning Specialist Second Vice President Financial Advisor
Alysia R. Perkinson Financial Planning Specialist Second Vice President Financial Advisor 69 Swift Street South Burlington, Vermont 05403 802-652-6039 / Main 800-446-0193 / Toll-Free fa.smithbarney.com/
More informationPlan for Your Future. Morgan Stanley Can Help You Achieve Your Financial Goals
Plan for Your Future Morgan Stanley Can Help You Achieve Your Financial Goals 2 MORGAN STANLEY 2016 What Are Your Hopes and Dreams? REGARDLESS OF WHAT STAGE YOUR LIFE IS IN moving ahead in your career,
More informationPlan for Your Future. Make It Happen. Morgan Stanley can help you achieve your financial goals.
Plan for Your Future. Make It Happen. Morgan Stanley can help you achieve your financial goals. What Are Your Hopes and Dreams? Regardless of what stage of life you re currently in moving ahead in your
More informationThe Hamilton Retirement Planning Group at Morgan Stanley. Helping clients transition into retirement
The Hamilton Retirement Planning Group at Morgan Stanley Helping clients transition into retirement 4520 Main Street, 8th Floor Kansas City, MO 64111 816-932-7856 / MAIN 800-821-6119 / TOLL-FREE 816-932-7836
More informationThe Michelle Parretti Group at Morgan Stanley. Plan your future, invest with confidence
The Michelle Parretti Group at Morgan Stanley Plan your future, invest with confidence 1 Technology Drive 3rd Floor, Westborough, MA 01581 508-870-7022 / MAIN 888-827-2901 / TOLL-FREE 508-870-7050 / FAX
More informationExecutive Financial Services Group Capabilities
Morgan Stanley Wealth Management Timothy Davis, CFP Senior Vice President Executive Financial Services Group Director Financial Advisor Executive Financial Services Group Capabilities Morgan Stanley Smith
More informationAmerican Funds Growth (MAPS) Select UMA American Funds (Model Portfolio Provider)
American Funds (Model Portfolio Provider) 333 S Hope Street, 52nd Floor Los Angeles, California 90068 Style: Sub-Style: Firm AUM: Firm Strategy AUM: Global Equities Growth-oriented $1,677.4 billion $1.0
More informationDonna L. Fisher, CFP. Senior Vice President Financial Advisor
Donna L. Fisher, CFP Senior Vice President Financial Advisor 7272 Wisconsin Avenue 4th Floor, Bethesda, Maryland 20814 301-657-6325 / Main 800-455-6622 / Toll-Free 301-656-1510 / fax donna.l.fisher@mssb.com
More informationThe Shelter Bay Group at Morgan Stanley
The Shelter Bay Group at Morgan Stanley 58 South Service Road Suite 400, Melville, NY 11747 631-755-8990 / MAIN 877-752-6454 / TOLL-FREE 631-755-8999 / FAX www.morganstanleyfa.com/theshelterbaygroup The
More informationThe Terhune Group at Morgan Stanley
The Terhune Group at Morgan Stanley 750 Lindaro St. Suite 300 San Rafael, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@morganstanley.com
More informationThe Mattson Group at Morgan Stanley. Financial Advisors Centered Around You
The Mattson Group at Morgan Stanley Financial Advisors Centered Around You 345 St. Peter Street 1800 Landmark Towers, Saint Paul, MN 55102 651-215-8412 / MAIN 800-421-0018 / TOLL-FREE 651-215-8408 / FAX
More informationGeorge Smith Financial Planning Specialist Vice President Financial Advisor > Objective - Loyal - Local
George Smith Financial Planning Specialist Vice President Financial Advisor > Objective - Loyal - Local 69 Swift Street, 4th Floor PO Box 1095, Burlington, VT 05402 802-652-6017 / MAIN 800-446-0193 / TOLL-FREE
More informationNorthwest Capital Group at Morgan Stanley. Dedicated to Building and Preserving Your Wealth
Northwest Capital Group at Morgan Stanley Dedicated to Building and Preserving Your Wealth 500 108th Ave NE, Ste. 1900 Bellevue, WA 98004 855-280-6587 / TOLL-FREE 425-453-5800 / MAIN 425-453-5802 / FAX
More informationSeparately Managed Accounts. Investment Advisory Solutions for Today s Complex Markets
Separately Managed Accounts Investment Advisory Solutions for Today s Complex Markets Contents Consulting Group Overview Resources The GIC and Global Investment Manager Analysis Separately Managed Accounts
More informationThe Main Line Group at Morgan Stanley. Focused on Retirement for Organizations and Individuals
The Main Line Group at Morgan Stanley Focused on Retirement for Organizations and Individuals Two Town Place Suite 100, Bryn Mawr, PA 19010 610-542-2944 / Main 855-598-6732 / toll-free 267 937-4188 / fax
More informationThe Saugatuck Group at Morgan Stanley
The Saugatuck Group at Morgan Stanley 320 POST ROAD WEST WESTPORT, CT 06880 203-222-4099 / MAIN 877-297-9250 / TOLL-FREE 203-222-4042 / FAX www.morganstanley.com/fa/saugatuckgroup saugatuck_group@morganstanley.com
More informationThe Matthews-Downey Group at Morgan Stanley
The Matthews-Downey Group at Morgan Stanley 277 South Rose St Suite #3100, Kalamazoo, MI 49007 269-373-2650 / MAIN 866-624-1187 / TOLL-FREE 269-373-2640 / FAX http://www.morganstanleyfa.com/ thematthewsdowneygroup
More informationThe Brewer Harding Group at Morgan Stanley Smith Barney
The Brewer Harding Group at Morgan Stanley Smith Barney 705 SW Bonnett Way Suite 1200, Bend, OR 97702 541-617-6000 / MAIN 866-960-6007 / TOLL-FREE 541-382-7329 / FAX www.morganstanley.com/fa/thebrewerhardinggroup
More informationCommunity Association Reserve Management
Community Association Reserve Management The Hart Group at Morgan Stanley Theodore G. Hart Patrick S. Renzi Julia Myers M. Spencer Crane III Senior Vice President Financial Advisor Wealth Management Financial
More informationPlan for Your Future. Make It Happen. Morgan Stanley Smith Barney can help you achieve your financial goals.
Plan for Your Future. Make It Happen. Morgan Stanley Smith Barney can help you achieve your financial goals. What Are Your Hopes and Dreams? Regardless of what stage of life you re currently in moving
More informationAT MORGAN STANLEY. Discretionary Portfolio Management Platform
2751 Centerville Rd, Suite 104 Two Little Falls Centre Wilmington, DE 19808 302.636.5541 302.636.5537 Discretionary Portfolio Management Platform TH E GE HRT /YAAKOVIAN GROUP AT MORGAN STANLEY At The Gehrt/Yaakovian
More informationGlobal Multi Asset Global Tactical Asset Alloc $346.8 billion
Columbia (Model Portfolio Provider) 225 Franklin Street Boston, Massachusetts 02110 Style: Sub-Style: Firm AUM: Firm Strategy AUM: Global Multi Asset Global Tactical Asset Alloc $346.8 billion Year Founded:
More informationThe Graff McNamara Group at Morgan Stanley. Success on your terms...
The Graff McNamara Group at Morgan Stanley Success on your terms... 600 LONGWATER DR STE 202 NORWELL, MA 02061 781-681-4900 / MAIN 800-326-5951 / TOLL-FREE 781-681-4950 / FAX The Graff McNamara Group at
More informationMANAGED ACCOUNTS. Capital Directions. A guided approach to financial achievement
MANAGED ACCOUNTS Capital Directions A guided approach to financial achievement CAPITAL DIRECTIONS A UNIFIED MANAGED ACCOUNT THAT COMBINES FLEXIBILITY, SIMPLICITY, AND DISCIPLINE With a Capital Directions
More informationThe Harding-Ford Group at Morgan Stanley
The Harding-Ford Group at Morgan Stanley 899 CASSATT RD STE 100 BERWYN, PA 19312 610-408-1941 / MAIN 800-345-3050 / TOLL-FREE 610-239-2143 / FAX http://www.morganstanleyfa.com/ thehardingfordgroup As Financial
More informationConsulting Group: An Introduction
2 Disciplined Investment Process 3 Investment Advisory Programs 5 Global Resources, Local Perspective product consulting group Consulting Group: An Introduction summary The last several years have proven
More informationThe Kline Group at Morgan Stanley Smith Barney
The Kline Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. Our Mission Managing your assets can become not
More informationThe Capitol Won Group at Morgan Stanley 400 Capitol Mall Suite 1900 Sacramento, CA
The Capitol Won Group at Morgan Stanley 400 Capitol Mall Suite 1900 Sacramento, CA 95814 916-341-7646 CapitoWonGroup@MorganStanley.com Why Morgan Stanley? One of the world s strongest investment organizations
More informationAdverse Active Alpha SM Manager Ranking Model
CONSULTING GROUP INVESTMENT ADVISOR RESEARCH DECEMBER 3, 2013 Adverse Active Alpha SM Manager Ranking Model MATTHEW RIZZO Vice President Matthew.Rizzo@ms.com +1 302 888-4105 Introduction Investment professionals
More informationWhen preparing for the future, all you can control is how well you have planned
When preparing for the future, all you can control is how well you have planned Thomas G. Foley Financial Advisor Thomas G. Foley Senior Vice President Financial Advisor Keith W. Hier Financial Planning
More informationThe Lehigh Valley Group at Morgan Stanley. Financial Planning for Businesses, Executives & Families
The Lehigh Valley Group at Morgan Stanley Financial Planning for Businesses, Executives & Families 3500 Winchester Road Suite 100, Allentown, PA 18104 610-395-7700 / MAIN 800-433-4200 / TOLL-FREE 610-395-0694
More informationWhen preparing for the future, all you can control is how well you have planned
When preparing for the future, all you can control is how well you have planned Thomas G. Foley Senior Vice President Financial Advisor Keith W. Hier Financial Planning Specialist Financial Advisor Brett
More informationJay M. Cross. Financial Advisor Vice President Financial guidance for when you are divorced or widowed
Jay M. Cross Financial Advisor Vice President Financial guidance for when you are divorced or widowed 100 Middle Street Portland, Maine 04101 207-771-0816 / direct 800-442-6722 / Toll-Free 207-771-0870
More informationThe Wides Group at Morgan Stanley. Shaping Your Financial Future
The Wides Group at Morgan Stanley Shaping Your Financial Future 6735 CROSSWINDS DR N ST PETERSBURG, FL 33710 727-381-1234 / MAIN 800-237-2898 / TOLL-FREE 727-343-8203 / FAX www.morganstanleyfa.com/wides
More informationMulti-Asset Income: Moderate Growth (MAP) Select UMA
J.P. Morgan Asset Management (Model Portfolio Provider) 270 Park Avenue New York, New York 10017 PRODUCT OVERVIEW Morgan Stanley Smith Barney LLC ("Morgan Stanley") is the Manager of this strategy. The
More informationFundSource. Professionally managed, diversified mutual fund portfolios. A sophisticated approach to mutual fund investing
FundSource Professionally managed, diversified mutual fund portfolios Is this program right for you? FundSource is designed for investors who: Want a diversified portfolio of mutual funds that fits their
More informationTHE SPROUL-GOUGH GROUP at Morgan Stanley
THE SPROUL-GOUGH GROUP at Morgan Stanley 4205 BALMORAL DRIVE SUITE 100 HUNTSVILLE, AL 35801 256-650-4003 / MAIN 800-877-0380 / TOLL-FREE 256-650-4046 / FAX www.morganstanley.com/fa/thesproulgoughgroup
More informationCustom S&P500/MSCI EAFE ADR/Int Ldr Corp 30/30/40 Select UMA Parametric Portfolio Associates
Parametric Portfolio Associates 1918 8th Avenue, Suite 3100 Seattle, Washington 98101 Style: Sub-Style: Firm AUM: Firm Strategy AUM: Global Multi Asset $226.4 billion Year Founded: GIMA Status: Firm Ownership:
More informationPNC Investments Client Schedule of Commissions & Fees
PNC Investments Client Schedule of Commissions & Fees PNC Investments (PNCI) Financial Advisors 1 work closely with you, taking time to fully understand your current financial situation, establish and
More informationThe Delli Carpini Group at Morgan Stanley
The Delli Carpini Group at Morgan Stanley Tactical Investment Strategy. Comprehensive Wealth Planning. 522 Fifth Avenue 10th Floor, New York, NY 10036 212-603-6204 / MAIN 212-507-8242 / FAX https://fa.morganstanley.com/frank.dellicarpini
More informationHuie Carter Group at Morgan Stanley. A Team You Can Trust
Huie Carter Group at Morgan Stanley A Team You Can Trust 425 W. Capitol Avenue Suite 3650, Little Rock, AR 72201 501-377-3373 / MAIN 800-755-3326 / TOLL-FREE 501-377-3381 / FAX http://fa.morganstanleyindividual.c
More informationPeter Y. Choy, CRPC Investment Management Consultant Senior Vice President - Wealth Management Portfolio Manager
Peter Y. Choy, CRPC Investment Management Consultant Senior Vice President - Wealth Management Portfolio Manager 80 East Rio Salado Parkway Suite 810, Tempe, AZ 85281 480-345-4704 / MAIN 800-227-3645 /
More informationMECH JOB INFORMATION SPECIFICATIONS NOTES
Portfolio Management A B Welcome to the Portfolio Management program. There comes a point when managing your assets can easily become a full-time job. As your life evolves, not only can your financial
More informationThe Corbett Mason Group at Morgan Stanley
The Corbett Mason Group at Morgan Stanley 28 State Street 26th Floor, Boston, Massachusetts 02109 617-570-9503 / Main http://www.morganstanleyfa.com/corbett_mason_group The Corbett Mason Group at Morgan
More informationGlobal Investment Committee Themes
Global Investment Committee Themes The Global Investment Committee (GIC), which meets monthly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management
More informationUnderstanding Employee Stock Options
Understanding Employee Stock Options Family Office Resources Compensation in the form of employee stock options tends to carry a significant level of risk and a high degree of complexity. Investors who
More informationThe Hanna/Stern Group at Morgan Stanley
The Hanna/Stern Group at Morgan Stanley Left to right: Deonna Colvin, Phil S. Hanna, Jr., Jenni Cornell, Brent M. Stern As the financial world becomes more complex and investment choices multiply, careful
More informationTelby T. Turner, CRPC. Financial Planning Specialist Financial Advisor
Telby T. Turner, CRPC Financial Planning Specialist Financial Advisor 5051 Westheimer Road Suite 2100, Houston, TX 77056 713-966-6831 / MAIN 800-666-6069 / TOLL-FREE 713-966-6808 / FAX fa.smithbarney.com/telbyturner
More informationThe Monument Group at Morgan Stanley
The Monument Group at Morgan Stanley 1650 Tysons Boulevard Suite 1000, McLean, VA 22102 703-394-1979 / MAIN 800-336-0156 / TOLL-FREE 202-403-3427 / FAX www.morganstanleyfa.com/monumentgroup The Monument
More informationThe Milligan Mundy Group at Morgan Stanley
The Milligan Mundy Group at Morgan Stanley 1787 Sentry Parkway West Building 18 Suite 440, Blue Bell, PA 19422 215-274-2226 / MAIN 888-829-6912 / TOLL-FREE 215-540-0788 / FAX https://fa.morganstanley.com/themilliganmundygroup/
More informationThe PRT Equity Strategy and Investment Process Rules based investing
The PRT Equity Strategy and Investment Process Rules based investing Michael Collins Financial Advisor Portfolio Management Director- PM Program The Collins Savrann Group at Morgan Stanley The PRT Equity
More informationThe Grasmeder Team at Morgan Stanley
The Grasmeder Team at Morgan Stanley 20 MAPLE ST GLENS FALLS, NY 12801 518-793-4181 / MAIN 800-526-1866 / TOLL-FREE 518-793-7046 / FAX www.morganstanleyfa.com/grasmeder Kathleen.R.Grasmeder@morganstanley.com
More informationDavid MacKinnon, CFP. Financial Advisor It's not just your portfolio, it's your life.
David MacKinnon, CFP Financial Advisor It's not just your portfolio, it's your life. 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7938 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX David.J.Mackinnon@morganstanle
More informationThe Morgan Allis Rosel Group at Morgan Stanley Smith Barney. Managing your wealth, growing our relationship
The Morgan Allis Rosel Group at Morgan Stanley Smith Barney Managing your wealth, growing our relationship We believe that you deserve financial advisors who share your vision, earn your trust and work
More informationThe BHPS Group at Morgan Stanley
The BHPS Group at Morgan Stanley 345 St. Peter St. 1800 Landmark Towers, Saint Paul, MN 55102 651-215-8400 / MAIN 800-326-9121 / TOLL-FREE 651-215-8408 / FAX nancy.buttweiler@morganstanley.com The BHPS
More informationComprehensive, Integrated Wealth Management
at Morgan Stanley Comprehensive, Integrated Wealth Management (left to right) David Adler, Carol Kwietnieski and Alan Blender One Tower Bridge, Suite 600 100 Front Street, West Conshohocken, PA 19428 610-260-8645
More informationPlan for Your Future. Make it Happen.
Plan for Your Future. Make it Happen. Brian Neunzig, CIMA, CFP Vice President Financial Advisor brian.neunzig@ms.com 707-571-5744 Champhang Wolfard Senior Client Service Associate champhang.wolfard@ms.com
More informationThe Geneva Riverside Group at Morgan Stanley. James White - Cheryl Snook - Holly Cotherman
The Geneva Riverside Group at Morgan Stanley James White - Cheryl Snook - Holly Cotherman 10 West State Street Suite 204, Geneva, IL 60134 800-262-2061 / TOLL-FREE 630-262-2020 / MAIN 630-262-2030 / FAX
More informationGlobal Investment Committee Themes
Global Investment Committee Themes The Global Investment Committee (GIC), which meets monthly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management
More informationThe Higgins Group at Morgan Stanley. Building relationships based on understanding, integrity, accountability and mutual trust.
The Higgins Group at Morgan Stanley Building relationships based on understanding, integrity, accountability and mutual trust. 401 East Market Street Charlottesville, Virginia 22902 434-244-0123 / MAIN
More informationThe Majauskas-Jene Group at Morgan Stanley. Guiding your family through life s financial moves
The Majauskas-Jene Group at Morgan Stanley Guiding your family through life s financial moves PAUL B. MAJAUSKAS, CIMA Executive Director Financial Advisor Senior Investment Management Consultant WILLIAM
More informationThe Bermont/Carlin Group at Morgan Stanley. was founded in 1974 to provide personalized. investment management and financial planning
The Bermont/Carlin Group at Morgan Stanley was founded in 1974 to provide personalized investment management and financial planning as well as access to banking and trust services to a limited number of
More informationThe Peninsula Group at Morgan Stanley. Customized Solutions to Complex Problems
The Peninsula Group at Morgan Stanley Customized Solutions to Complex Problems 300 E. Front Street, Suite 300 Traverse City, MI 49684 231-932-7230 / MAIN 800-530-9979 / TOLL-FREE 231-941-5820 / FAX www.morganstanleyfa.com/
More informationUMA Model Portfolios Professional Advice for Your Unified Managed Account
UMA Model Portfolios Professional Advice for Your Unified Managed Account B The introduction of unified managed accounts has helped many investors to consolidate and streamline their investment portfolios.
More information