Advice beyond your investment portfolio
Whether you’re seeking to accumulate, preserve or transfer assets to the next generation, you can benefit from the guidance of a well-qualified Financial Advisor.
At The Biederman Group, we aim to provide personalized strategies to help you negotiate life’s transitions and navigate today’s complex financial markets. Our coordinated wealth management strategies go far beyond investing to encompass every aspect of your financial life:
Our discretionary investment management approach features carefully selected third party managers with records of superior performance in bull, bear and neutral markets. As a Certified Investment Management® Analyst (CIMA), Dan Biederman, Senior Vice President, Senior Investment Management Consultant and the team’s founder, is well qualified to help you develop a strategy that meets your specific objectives, timeframe and risk tolerance.
Investment strategies change as you approach retirement. Asset accumulation may still be important, but perhaps not so much as income generation. We help you quantify anticipated expenses, plan for unanticipated ones and invest your assets seeking to generate income that sees you through your retirement years.
We work closely with your attorney and accountant to help create and implement an estate plan strategy that seeks to eliminate excessive taxation, while minimizing family turmoil. For many of our clients, we confer with children and other beneficiaries to set expectations and educate them on the responsibilities their inheritance will someday require.
The Biederman Group at Morgan Stanley can help make a difference in your financial life, while seeking to secure the futures of your children and grandchildren. We take pride in the depth and longevity of our client relationships and the fact that so many of them extend from generation to generation.
The finest compliment we can receive is a referral from our friends and clients.
To see timely market recap, see Cash Market Rates Snapshot.
See May On the Markets from the Global Investment Committee featuring
• "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.
• "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.
• "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.
Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.