The Matterhorn Group at Morgan Stanley
The Matterhorn Group at Morgan Stanley offers an approach to wealth planning well beyond traditional financial and estate planning.
The cornerstone of our practice is client concerns above all else.
Our goal? To try each day to help our clients--whether individuals, families, businesses, business owners and executives, nonprofit organizations and institutions--reach their financial, investment and philanthropic/mission-related goals.
Our clients recognize that Matterhorn, with its focus on wealth preservation and risk, possesses the sophisticated knowledge to guide them in the ever-changing landscape of the public markets. Our broad knowledge and wide range of experience allow us to help meet diverse client needs: stock options, cross border and other executive compensation issues for some; SRI, ESG and Impact Investments for others, seeking to align their investments with their vision and values. The Matterhorn Group has been recognized in media and other forums for leadership in the ESG and Gender Lens investment space.* The Matterhorn Group Inter-Generational Wealth Planning Model focuses on risk mitigation, tax efficiency, and cross-generational communications/values sharing.
The Matterhorn Group has the background, knowledge and access to integrate information from a wide-range of disciplines and serve as the hub for all your financial matters. We work collaboratively with other advisors, including CPAs, attorneys, CFOs, and family office administrators, and access to other specialists as needed.
Please do not hesitate to contact us by calling the toll-free number above or by clicking on the E-mail Us link to the left. Thank you.
*See In the Press.
The Parity Portfolio.
Recently, The Matterhorn Group has received much public and press attention for developing The Parity Portfolio in The New York Times, The Wall Street Journal, and in other news media (sample articles are available on “In the Press” area on this website). The Parity Portfolio is what is called a Gender Lens Investment, suitable for clients who want to move the needle toward gender fairness while seeking strong returns.
Started in Dec. 2012 and based on the extensive body of research* that points to a strong correlation between significant female representation in a company's boardroom (3 or more women) and company financial strength, The Parity Portfolio is focused on providing financial and social returns for our investors.
The Parity Portfolio is not simply a list of companies with 3 or more women on the board. Portfolio Managers and Matterhorn Founders, Eve Ellis, CIMA and Nikolay Djibankov, CFA® design The Parity Portfolio to meet their highest financial standards: The Parity Portfolio starts with a Gender Lens but the Portfolio Managers invest only in companies that withstand their rigorous financial analysis.
For more information about The Parity Portfolio, please call the toll-free number above or click on the E-mail Us link to the left. Thank you.
The Matterhorn Group - The Parity Portfolio Strategy
The Parity Portfolio is developed by the Matterhorn Group in the Morgan Stanley Portfolio Management advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a wide range of securities. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The risks related to investing in a gender lens investment such as The Parity Portfolio Strategy are commensurate with the risks of investing in a non-gender lens investment. The Parity Portfolio Strategy does not represent the views or opinions of Morgan Stanley.
*Catalyst, Credit Suisse, McKinsey, Deloitte, Committee for Economic Development.
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.