The Delli Carpini Group at Morgan Stanley

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1 The Delli Carpini Group at Morgan Stanley Tactical Investment Strategy. Comprehensive Wealth Planning.

2 522 Fifth Avenue 10th Floor, New York, NY / MAIN / FAX 2 MORGAN STANLEY

3 Making Your Priorities Our Focus You ve worked hard to achieve success and care for the people and causes that bring meaning to your life. At the Delli Carpini Group, we take pride in helping successful individuals and families like yours achieve their most important personal and professional goals. Our unparalleled approach concentrates on building long-term relationships, gaining a thorough understanding of your needs and aspirations, and developing a wealth management strategy that is customized to your unique circumstances. As a team of experienced financial professionals with clearly-defined roles and diverse skill sets, we offer a full range of investment solutions and comprehensive wealth management capabilities. We live by our client-centered, service-oriented philosophy, making your priorities our focus and your ongoing trust our goal. THE DELLI CARPINI GROUP 3

4 Our Consultative Process At Morgan Stanley, we believe in putting clients first, leading with exceptional ideas, doing the right thing and giving back. For more than 80 years, through all market conditions, these core values have been the foundation of our success. As your personal wealth management team, we provide access to the resources, insights and global reach of Morgan Stanley and are well-positioned to guide you confidently toward your goals. Our recommendations will always reflect your individual goals and priorities and align with the values that have shaped your success and constitute the core of your legacy. 4 MORGAN STANLEY

5 THE DELLI CARPINI GROUP 5

6 6 MORGAN STANLEY

7 MEET THE PROFESSIONALS The Experience at Your Service Our mission is simple and powerful: We help you chart a clear course toward the future you envision for yourself and your family. We work side by side with you, taking the time to understand your life and your values, as well as the relationships, interests and goals that bring you joy. This deep understanding, combined with the powerful global resources of Morgan Stanley, lays the foundation for a lasting relationship. THE DELLI CARPINI GROUP 7

8 MEET THE PROFESSIONALS Frank A. Delli Carpini Senior Vice President, Wealth Management Senior Portfolio Manager Financial Advisor Frank Delli Carpini is dedicated to helping highly successful individuals develop customized investment portfolios and strategies that bring them closer to their personal and financial goals. Since beginning his career in 1991, Frank has studied the markets and worked diligently to broaden his scope of knowledge in various areas of tactical investment strategy. Frank s areas of concentration range from equities to fixed income and advanced portfolio construction. Having spent over 25 years in the financial services industry, Frank has navigated some of the best markets and weathered some of the most difficult. This full spectrum of experience enables him to be patient when required and tactical when necessary. Frank focuses not only on investment management, but also on developing collaborative relationships with his clients to deliver comprehensive wealth management strategies designed to help them grow, protect and preserve their hard-earned wealth. Under Frank s leadership, the Delli Carpini Group provides informed guidance and objective advice that goes beyond investing to encompass every aspect of a client s financial life. Prior to joining Morgan Stanley in 2016, Frank was a Senior Vice President, Senior Portfolio Manager and Wealth Advisor at UBS. Previously, he was a Managing Director at Belle Haven Investments in Greenwich, Connecticut, and a Financial Advisor at Smith Barney, a Morgan Stanley predecessor firm. He graduated from Iona College in New Rochelle, New York, and holds his Series 7, 63, 65, 24 and 4 securities licenses, and life and health insurance licenses. Frank.DelliCarpini@morganstanley.com David Ippolito, CFP Senior Registered Associate With 10 years of experience in the financial services industry, David Ippolito focuses on financial planning, portfolio management and lending solutions. He enjoys helping our clients access the platform, processes and full array of products and services available at Morgan Stanley. David is a CERTIFIED FINANCIAL PLANNER TM. David joined Morgan Stanley in Prior to that, he was a Wealth Strategy Associate at UBS. He earned his B.S. in Business Management from Providence College in Providence, Rhode Island, and holds his Series 7, 63 and 66 securities licenses, and life and health insurance licenses. David currently resides in Mahwah, New Jersey. He is an active member of Providence College s Wall Street Council, an advisory group that prepares students for the demands and challenges of today s business world. AREAS OF FOCUS: Investment Advice Market Updates Structured Products Funds Transfer Alternative Investments CPA and Attorney Communications Lending Solutions david.ippolito@morganstanley.com MORGAN STANLEY

9 Sandra Kunzweiler, CFP, CRPC Wealth Advisory Associate As a CERTIFIED FINANCIAL PLANNER TM (CFP ), Sandra Kunzweiler focuses on comprehensive wealth management and financial planning. Understanding that investing is a truly personal experience, she works with clients to identify and work toward meeting their long-term goals. She joined the Delli Carpini Group in Prior to her current role, Sandra worked with industry-ranked advisors at the UBS Headquarters office in New York, focusing on financial planning for high-net worth and ultra-high net worth clients. She began her career at Wells Fargo Advisors, where she obtained her Series 7 and 66 securities licenses and life and health insurance licenses. In addition to the CFP, Sandra holds Chartered Retirement Planning Counselor SM and Accredited Wealth Management Advisor SM designations. Sandra graduated from the University of Oklahoma in She currently resides on the Upper West Side of Manhattan and is an active member of the New York Junior League, where she serves on the Financial Literacy Committee. AREAS OF FOCUS: Financial Planning Insurance Evaluation Charitable Giving Annuities Retirement Planning Education Planning Estate Planning Strategies Sandra.Kunzweiler@morganstanley.com THE DELLI CARPINI GROUP 9

10 Our Investment Management Process The financial markets are dynamic and unpredictable. We work to counter that inherent uncertainty by taking a proactive, consultative approach rooted in a deep knowledge of your needs, goals, risk tolerance and time horizon. Personalized Portfolio Management The fact that asset allocation can account for over 90 percent of a portfolio s return is nothing to leave to chance. In our opinion, asset allocation and tactical investment strategy are the key elements to quality long-term investment results. We manage four separate investment portfolios, which gives us the ability to create asset allocations that are designed to meet your risk tolerance while seeking to achieve a better risk-adjusted rate of return compared to the broader markets. Our four strategies are: All Cap Appreciation Strategic Income Tactical 20 Core Fixed Income Each strategy has a unique set of characteristics and objectives. Your individual risk and volatility tolerance determine the percentage of assets allocated to each of the strategies. This combination of interworking strategies forms a finished asset allocation that is customized to you. 10 MORGAN STANLEY

11 1 Establish Financial Objectives Following a thorough consultation with you, we will establish a set of objectives based on your financial goals, time horizon, liquidity needs and tolerance to volatility and risk. 4Monitor Progress and Make Necessary Adjustments Investment Management Process 2Develop Asset Allocation and Investment Strategy Based on your objectives, we will develop an investment strategy designed specifically to help produce optimal portfolio performance: the highest return potential consistent with the strategy s level of risk. We will then monitor your investment portfolio to track its performance relative to your stated objectives. We will modify the portfolio as your needs and circumstances change over time. 3 Evaluate and Select Investments With your objectives set, we will leverage our experience, relationships and global resources of Morgan Stanley to determine appropriate investments to implement your personal strategy. THE DELLI CARPINI GROUP 11

12 Understanding Your Full Financial Picture Your personalized investment strategy is only the first step in helping you grow your wealth. We strive to learn all we can about you, your family and your short- and long-term goals. This approach of ongoing discovery helps us make informed recommendations and design a wealth management that is flexible enough to evolve with you. Discovery Process Identify your goals, values, dreams, concerns and challenges Investment Strategy Meeting In-person meeting to present investment strategy recommendations Develop Investment Strategy Determine risk tolerance Analyze current investment portfolio Develop asset allocation strategy Construct portfolio 12 MORGAN STANLEY

13 Working With You Follow-Up Meeting In-person meeting to organize paperwork, set up online account access and develop a schedule for future review meetings Wealth Management Plan Meeting In-person meeting to present wealth management strategy recommendations Ongoing Monitoring of Investment Strategy and Wealth Management Plan Develop schedule for regular review meetings Execution of Investment Strategy Open new accounts Transfer existing assets Execute agreed-upon investment strategy Develop Comprehensive Wealth Management Plan Financial planning Retirement planning Access to banking and lending services Education planning Business succession planning Charitable giving Family dynamics Estate planning strategies Execute Wealth Management Plan Ongoing execution of agreed-upon wealth management strategies Re-Evaluate Strategy Based on Personal and Market Changes Adjust investment portfolio and/or wealth management plan in light of any changes to help you stay on track with your goals THE DELLI CARPINI GROUP 13

14 Your Future Begins with a Conversation Our relationship begins with a conversation focused on identifying your most important priorities, concerns and aspirations from protecting your wealth and managing risk, to securing your retirement and creating an enduring legacy. Your story and goals are unique. We want to understand where you come from, where you are today and, of course, where you want your wealth to take you. These insights help us deliver personalized recommendations that make sense for you, and they form the cornerstone of a comprehensive wealth strategy designed to bring you closer to your personal and professional goals. Markets are ever-changing and your life is always evolving, so you need to be prepared for a range of possibilities. You can trust that our conversations will help you do just that clarify where you really stand, identify your options and guide you to make more informed decisions about your financial future. Whatever ambitions you have for yourself, your business or your family, we will collaborate with you, putting the full range of our skills, knowledge and resources to work on your behalf. Setting a Confident Course Thorough, thoughtful planning planning that analyzes where you are, as well as where you want to go is the most important step in establishing a path to your goals. We will work with you to explore and help define your objectives and needs and then structure a wealth management strategy that is uniquely your own. With this level of support, you can be more confident that we can help see you and your portfolio through unexpected life events, as well as the market s ups and downs. Balance sheet analysis Executive compensation management Retirement planning Education planning Planning for support of aging parents Estate planning strategies Multigenerational planning Managing the Rewards of Success Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with the impact of market conditions and the risks and opportunities they hold for you. You can rely on us for objective, strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. We will always be mindful of changes in your personal circumstances and comfort with risk and help ensure your strategy is flexible enough to respond to adjustments when needed. Asset allocation advice Investment management Traditional investments Alternative investments * Structured investments * Separately managed accounts Strengthening Your Business The links between business ownership and personal wealth are many and complex. Whether your objective is to grow your business, realize its value through a succession strategy or sale, or maintain family ownership by the next generation, we can examine your options in light of both business and personal objectives. Access to banking and lending services Cash management services ** Retirement plans Strategic consulting and transactions Succession planning * Alternative and structured investments involve risk and are not suitable for all investors. ** The term cash management services does not imply that investments are managed by your Financial Advisor. 14 MORGAN STANLEY

15 Shaping Your Retirement Together, we can work to make decisions that help you move toward your retirement. Whether you are building retirement wealth or making the transition to generating income from your assets, we can help you evaluate your potential retirement expenses, income sources and investment choices more clearly. In short, we help you plan to retire from work, without retiring from life. Lifestyle review Risk review Retirement account assessment Retirement income planning Beneficiary review Healthcare planning Giving Back Through Philanthropy Many successful individuals seek opportunities to support cultural and educational institutions, as well as nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about. Charitable lead and remainder trusts Family foundations Donor-advised funds Building a Unique Legacy Estate planning takes into account not only the legacy you hope to leave behind, but also a range of potentially complex tax issues, gifting guidelines, and trust and philanthropic vehicles. It may also address your plans for passing on your business. We work collaboratively with your other professional advisors including your estate attorney, tax attorney and accountant to find the most effective transfer and preservation strategies for you so that the people and causes that are important to you receive the greatest benefit. Review of wills, durable powers of attorney and trusts Gifting strategies Asset titling Estate tax funding Family dynamics THE DELLI CARPINI GROUP 15

16 1 Roger G. Ibbotson. Does Asset Allocation Policy Explain 10, 90 or 100 Percent of Performance? Financial Analyst Journal, January/February 2000; Brinson, Singer and Beebower. Determination of Performance II: An Update, Financial Analyst Journal, May/June Based on US pension-fund data from 1977 to Tax laws are complex and subject to change. This information is based on current laws in effect at the time this was written. Morgan Stanley Smith Barney LLC, its affiliates, employees and Private Wealth Advisors are not in the business of providing tax or legal advice, and these Individuals should consult their personal tax advisor for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED MAY LOSE VALUE NOT BANK GUARANTEED NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. 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 CRC CS /17

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