Our Wealth Management Strategy
We believe a well-thought-out and custom-tailored investment plan should serve as the foundation of our long-term relationship. Using advanced technology and skills developed in the business, the Durso Wealth Management Group at Morgan Stanley* can analyze your current financial situation and offer possible ways to improve it. Our goal is to offer sound advice on individual stocks and managed investments and strategies to help ensure they fit your situation.
We use a four-step process in designing your custom investment plan.
Step 1: Understand Your Goals
Step 2: Develop a Plan
Step 3: Implement Recommendations
Step 4: Evaluate Progress
See Investing & Market Insights for the June On the Markets from the Global Investment Committee featuring
• "Is Sell in May Still in Play?" In each of the past three years, May has been a cruel month for equity investors. This year, it was the safe-haven assets such as global bonds that sold off. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the Global Investment Committee, discusses the implications.
• "Technology: Where the Cash Is" Tech companies are awash in cash, and the sector as a whole holds about a third of the $1.5 trillion now sitting on the balance sheets of nonfinancial companies. That’s attractive to some investors, but large amounts of cash do not necessarily imply an attractive investment opportunity.
• "High Yield Bonds: More Downside Risk Than Upside Potential" The high yield market has defied expectations this year and has done so well that, in our view, these bonds have an unattractive risk/reward ratio.
Plus, look for more on economics, investment grade bonds and alternative investments.
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