AT MORGAN STANLEY. Discretionary Portfolio Management Platform
|
|
- Shannon Young
- 6 years ago
- Views:
Transcription
1 2751 Centerville Rd, Suite 104 Two Little Falls Centre Wilmington, DE Discretionary Portfolio Management Platform TH E GE HRT /YAAKOVIAN GROUP AT MORGAN STANLEY At The Gehrt/Yaakovian Group, we know how important it is to leverage resources, receive timely information, and utilize portfolio management strategies you can trust. It is those very premises: resources, timely advice, and trust that are the hallmark of our relationships. Our team believes in providing exceptional asset management and the finest client experience. We believe that our relationship will be one of the highest level of integrity and service. Matthew T. Gehrt Portfolio Manager First Vice President Financial Advisor Matthew J. Yaakovian, CMT Portfolio Manager Vice President Financial Advisor Investment Management Consultant
2 Portfolio Management Program 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. As your Portfolio Managers, we can offer you: Direct access to the investment professionals Managing your portfolio Personalized Service A disciplined, multipart investment process Ongoing client communication and reporting
3 Our Process Our process begins with a top-down assessment of the short, intermediate, and long term landscape of the financial markets. We believe that by identifying a trend or a reversal of a trend in its early stages, we can add significant alpha to the portfolios we manage, with less beta. We monitor our proprietary indicators on a daily basis to get a feel for the overall global investment environment and invest or sentiment. We believe that investor psychology plays a major role in market movements. We also perform in-depth ratio analysis, to identify investments that we believe will likely exhibit relative outperformance and underperformance. We do this on an index, country, and sector level. We employ contrarian and out of the box analysis to take advantage of market dislocations. In order to add additional alpha to our portfolios, we will short those investments we think will significantly underperform due to country, sector, or company specific concerns. In addition to the extensive technical analysis we utilize, we combine an in-depth fundamental analysis so that we have the most current information on investments before we commit capital. We consistently monitor the fundamentals to ensure nothing has changed from our original thesis. Because we think that preserving wealth in volatile and declining markets is just as important as creating wealth in advancing cycles, we are able to raise outsized positions in cash and fixed income. This complements the advanced hedging strategies we employ when appropriate. We believe a nimble and active management strategy, based on extensive analysis and due diligence, will be rewarding regardless of the market environment. Our goal is to provide consistent and stable returns, while hedging volatility and downside. We think when used together, our portfolios are appropriate for a total asset allocation program. Individually, they can be used to compliment a current allocation that is not diversified in a specific investment category.
4 Benefits Of Working with The Gehrt/Yaakovian Group: Whether you are looking for a complete asset allocation, or an alternative investment strategy to compliment your current investments, we have discretionary portfolios that are designed to meet your needs. We manage our discretionary portfolios on a fixed annual fee. We are not compensated based on the number of trades we run, but rather on the underlying value of your portfolio. As such, our goals are aligned, and our compensation is service and performance based. As you do better, we do better. The ability to use alternative and advanced hedging strategies, to help protect your assets in volatile or declining markets. We provide comprehensive market analysis on a monthly basis, or more often depending on market conditions. That way, you know what we are thinking, and why we are investing the way we are. Comprehensive performance reporting, so that you know how we are performing compared to the markets and your expectations. A team of professionals that Listen so we can learn what you want for yourself and your family, learn how you feel about the future, what you aspire to, and what you`re comfortable with, so that we can customize a wealth management plan tailored to your unique needs. We are committed to maintaining our longstanding client first Philosophy. Our goal is to offer the finest personal service, based on each individual relationship. Whatever your needs may be, our team is ready to help you achieve your goals. Whether it be a pure money management relationship or helping you with complex issues such as personal financial planning, intergenerational planning, and family philanthropy, our team of professionals is here to help you with a customized plan, and advice you can trust. We believe that as a team we provide you with access to the most appropriate solutions, and ensure that you benefit from the highest level of service. While we bring complementary skills and perspectives to you, 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.
5 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 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 investor s individual circumstances and objectives. Diversification and asset allocation does not guarantee a profit or protect against a loss. 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 stanley.com/adv or from your Financial Advisor. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC Member SIPC Date of First Use: 5/2/2014 CRC tracking #
UMA 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 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 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 informationDIVIDEND GROWTH PORTFOLIO
DIVIDEND GROWTH PORTFOLIO NEIL MITCHELL TEAM AT MORGAN STANLEY PWM 2014 THIRD QTR EXECUTIVE SUMMARY Investment Objective Deliver market-like returns with above market yields and less risk Suitable for
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 informationD I V I D E N D G R O W T H P O R T F O L I O
D I V I D E N D G R O W T H P O R T F O L I O N E I L M I T C H E L L T E A M AT M O R G A N S TA N L E Y P W M 2 0 1 6 S E C O N D Q T R E X E C U T I V E S U M M A R Y Investment Objective Deliver market-like
More informationSPECIAL SITUATIONS INVESTING
SPECIAL SITUATIONS INVESTING NEIL MITCHELL TEAM AT MORGAN STANLEY PWM 2014 FOURTH QTR 522 Fifth Avenue New York, NY 10036 INVESTMENT PROCESS Thought Leadership + Collaboration Performance We sit at the
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 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 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 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 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 informationCustom Investment Outsourcing
Custom Investment Outsourcing Fay DeBellis, CFP, SIMC Senior Vice President Bryant Waller, CFP Financial Advisor For One-on-One Use Only With Clients and Prospects 2013-PS-327 11/13 The Importance of Managing
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 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 informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation
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 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 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 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 informationThe Albright Group at Morgan Stanley. A guiding light on your financial journey through life
The Albright Group at Morgan Stanley A guiding light on your financial journey through life 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
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 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 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 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 informationParticipant Asset Allocation: Questionnaire and Core Models
Participant Asset Allocation: Questionnaire and Core Models Morgan Stanley: Aligning Investment Strategy with Long-Term Objectives introduction Table of Contents Asset Allocation Questionnaire How you
More informationARE WE DUE FOR A MARKET CORRECTION?
ARE WE DUE FOR A MARKET CORRECTION? As we previously reported, the expectation of President Donald Trump s pro-growth agenda sent the market to new highs during the 4th quarter of 2016. He plans to focus
More informationThe Perrone Lewis Group at Morgan Stanley
The Perrone Lewis Group at Morgan Stanley 2900 West Road Suite 300, East Lansing, MI 48823 517-324-8008 / MAIN 800-248-0487 / TOLL-FREE 517-351-1306 / FAX www.morganstanley.com/fa/theperronelewisgroup
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 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 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 informationInvestment Process. The Filla Latzke Group at Morgan Stanley. 2 Active or Passive. 3 Navigating Today s Markets. 4 Choosing Investment Managers
2 Active or Passive 3 Navigating Today s Markets 4 Choosing Investment Managers 5 Retirement Income Strategy The Filla Latzke Group at Morgan Stanley Investment Process Active or Passive? We Prefer Active
More informationMaximize Your Impact. Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC (7/2016) Expiration (7/2017)
Maximize Your Impact Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC1527771 (7/2016) Expiration (7/2017) Global Impact Funding Trust (GIFT) Introduction Morgan Stanley GIFT is an independent
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 Carson Roberds Group at Morgan Stanley
The Carson Roberds Group at Morgan Stanley 2200 South Utica Place Suite 300, Tulsa, OK 74114 918-744-4667 / MAIN 918-730-9690 / FAX https://fa.morganstanley.com/thecarsonroberdsgroup 2 MORGAN STANLEY The
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 informationThe Collins Savrann Group at Morgan Stanley. Helping You Identify and Achieve Your Unique Goals
The Collins Savrann Group at Morgan Stanley Helping You Identify and Achieve Your Unique Goals 600 Longwater Drive Suite 202 Norwell, MA 02061 781-681-4972 / MAIN 800-326-5951 / TOLL-FREE 781-681-4950
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 informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Value Across Multiple Dimensions The Investing with Impact Platform focuses on flexibility and engagement, allowing both
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 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 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 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 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 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 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 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 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 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 informationThe East Gate Group at Morgan Stanley. Providing Clients with Financial Independence
The East Gate Group at Morgan Stanley Providing Clients with Financial Independence 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 888-651-6517 / MAIN 856-283-4456 / FAX http://www.morganstanleyfa.com/theeastgategroup/
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 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 informationDonor-Advised Funds. Morgan Stanley Global Impact Funding Trust (GIFT)
Donor-Advised Funds Morgan Stanley Global Impact Funding Trust (GIFT) A Donor-Advised Fund Can Simplify Your Philanthropic Giving A donor-advised fund (DAF) is a private fund administered by a third party
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 informationMorgan Stanley Workplace Wealth Solutions. A Corporate Financial Wellness Program Provided for Your Employees
Morgan Stanley Workplace Wealth Solutions A Corporate Financial Wellness Program Provided for Your Employees CRC 1705670 03/2017 Did You Know? #1 Finances largest cause of stress for Employees 52% Find
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 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 informationMaximizeYour Impact. MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools. CRC (3/2015) Expiration (3/2016)
MaximizeYour Impact MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools CRC1126157 (3/2015) Expiration (3/2016) Global Impact Funding Trust (GIFT) Introduction The Morgan Stanley Global Impact
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 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 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 Doolan/ Eldredge Group at Morgan Stanley
Morgan Stanley The Doolan/ Eldredge Group at Morgan Stanley Todd H. Doolan Portfolio Management Director Senior Portfolio Manager Financial Advisor Iain C. Eldredge Financial Planning Specialist Financial
More informationEdelston Grasso Group at Morgan Stanley
Edelston Grasso Group at Morgan Stanley 227 W Monroe Street Suite 3400, Chicago, IL 60606 312-648-3400 / MAIN 800-621-5231 / TOLL-FREE 312-648-3344 / FAX Edelston Grasso Group at Morgan Stanley 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 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 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 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 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 Crenshaw Group at Morgan Stanley Smith Barney
The Crenshaw Group at Morgan Stanley Smith Barney 320 East Main Street Suite 410, Spartanburg, South Carolina 29302 864-585-7761 / Main 800-934-0340 / Toll-Free 864-591-0963 / fax fa.smithbarney.com/crenshaw
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 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 informationChristopher A. Rea, CRPS. Corporate Retirement Director Financial Advisor
Christopher A. Rea, CRPS Corporate Retirement Director Financial Advisor 101 California Street 3rd Floor, San Francisco, CA 94111 415-693-6063 / MAIN 862-210-6072 / FAX https://fa.morganstanley.com/christopher.rea
More informationMid Cap Value Fiduciary Services EARNEST Partners, LLC
EARNEST Partners, LLC 1180 Peachtree St. - Suite 2300 Atlanta, Georgia 30309 Style: Sub-Style: Firm AUM: Firm Strategy AUM: US Mid Cap Value Traditional Value $20.1 billion $64.0 billion Year Founded:
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 information1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley
1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to create significant
More informationTaylor/Swaine Team at Morgan Stanley Smith Barney
Taylor/Swaine Team at Morgan Stanley Smith Barney Taylor/Swaine Team at Morgan Stanley Smith Barney 6735 Crosswinds Drive North Saint Petersburg, Florida 33710 727-344-6715 / Main 800-596-3310 / Toll-Free
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 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 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 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 informationLIFETIME WEALTH PORTFOLIOS
LIFETIME WEALTH PORTFOLIOS LIFETIME WEALTH PORTFOLIOS Investment Philosophy BRINKER CAPITAL LIFETIME WEALTH PORTFOLIOS SM SUB-ADVISERS ARE PRE- SCREENED INVESTMENT EXPERTS PROVIDING MARKET INSIGHT, ANALYSIS
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 informationThe Ellsworth Group at Morgan Stanley Smith Barney
The Ellsworth Group at Morgan Stanley Smith Barney 36 East Streetsboro Street Suite 101, Hudson, Ohio 44236 234-380-4800 / Main 234-380-4801 / fax fa.morganstanleyindividual.com/theellsworthgroup/ The
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 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 informationDIVERSIFICATION AND THE PRIVATELY HELD BUSINESS
DIVERSIFICATION AND THE PRIVATELY HELD BUSINESS STRATEGIC CONSIDERATIONS FOR A HIGHLY CONCENTRATED ASSET CLASS For many of the world s most successful entrepreneurs, the creation of significant wealth
More informationMijanou Spurdle, CFP, CPM. Senior Portfolio Manager First Vice President Branch Manager The Miami Beach Branch, Morgan Stanley
Mijanou Spurdle, CFP, CPM Senior Portfolio Manager First Vice President Branch Manager The Miami Beach Branch, Morgan Stanley 1691 Michigan Avenue Suite 550, Miami Beach, FL 33139 305-695-6119 / MAIN 800-642-7715
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 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 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 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 informationAGENDA. 1. Thesis 2. Managing Risk 3. Approach 4. Idea Generation 5. Selecting Equities 6. Investing in Funds 7. Summary 8.
FSG STRATEGIES AGENDA 1. Thesis 2. Managing Risk 3. Approach 4. Idea Generation 5. Selecting Equities 6. Investing in Funds 7. Summary 8. Meet the Team 2 [ Thesis] Risk Approach Ideas Equities Fund Investments
More informationThe Blue Mountain Group at Morgan Stanley
The Blue Mountain Group at Morgan Stanley TWO TOWN PLACE STE 100 BRYN MAWR, PA 19010 800-221-8496 / TOLL-FREE 610-527-7350 / MAIN 610-520-2231 / FAX http://www.morganstanleyfa.com/ thebluemountaingroup
More informationThe Boardwalk Group at Morgan Stanley
The Boardwalk Group at Morgan Stanley 45 North Street Hyannis, MA 02601 800-347-8057 / TOLL-FREE 508-790-9600 / MAIN 508-790-9650 / FAX www.morganstanley.com/fa/theboardwalkgroup theboardwalkgroup@morganstanley.com
More informationManaged Income Service wording for financial planners/advisers writing suitability reports to clients
Managed Income Service wording for financial planners/advisers writing suitability reports to clients About Thesis Asset Management Limited Thesis is a private limited company established in 1974 and has
More informationThe Stuart Group at Morgan Stanley. Experience, Knowledge, Commitment, Trust
The Stuart Group at Morgan Stanley Experience, Knowledge, Commitment, Trust 1850 K STREET NW, SUITE 900 WASHINGTON, DC 20006 202-861-5028 / MAIN 800-522-3546 / TOLL-FREE 202-857-5460 / FAX www.morganstanleyfa.com/stuart
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 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 informationMANAGED ACCOUNTS. Portfolio Solutions. Providing the guidance and flexibility to meet your customized investing needs
MANAGED ACCOUNTS Portfolio Solutions Providing the guidance and flexibility to meet your customized investing needs INTRODUCING PORTFOLIO SOLUTIONS When it comes to achieving your financial goals, here
More informationInstitutional Wealth Services. Helping organizations maximize institutional assets and bolster their employee financial benefits.
Institutional Wealth Services Helping organizations maximize institutional assets and bolster their employee financial benefits. 2 Morgan Stanley 2016 A Message From Marc Brookman Over the past 80 years,
More information