The Fortis Group - Morgan Stanley Team - HUNT VALLEY, MD
Morgan Stanley
The Fortis Group
at Morgan Stanley
303 INTERNATIONAL CIRCLE STE 500
HUNT VALLEY, MD 21030
tel: (410) 527-3354
toll-free: (888) 435-2281 
fax: (410) 229-8282
Team Members:  Philip Lee, Matthew May, Jackie Borkman, Chad Vaughn & Eric Brann
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.




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  • See April On the Markets from the Global Investment Committee featuring

    • "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.

    • "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.

    • "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.

    Plus, more on global equities, fixed income securities, currencies and the economy.

  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.

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