The Fortis Group - Morgan Stanley Team - HUNT VALLEY, MD
Morgan Stanley
The Fortis Group
at Morgan Stanley
tel: (410) 527-3354
toll-free: (888) 435-2281 
fax: (410) 229-8282
Team Members:  Philip Lee, Jackie Borkman, Matthew May and Eric Brann

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 October On the Markets from the Global Investment Committee featuring

    • "Testing, Testing" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says market corrections typically retest their first bottom about two months later—and that is what’s probably happening now.

    • "Cycle Slower, Not Over" There’s ample evidence that global growth is slowing, and Morgan Stanley & Co. economists have lowered their 2015 and 2016 forecasts. Nonetheless, they still see growth, not recession.

    • "MLPs Face a Perfect Storm" Master limited partnerships (MLPs) are down about 35% for the year to date on a perfect storm of investor concerns about MLPs’ volume of business, low energy prices and uncertainty about interest rates.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with an investment strategist who argues that “people are too cynical” about the economy and then offers a new growth paradigm.

  • 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.

  • 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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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