The Matterhorn Group - Morgan Stanley Team - New York, NY
Morgan Stanley
The Matterhorn Group
at Morgan Stanley
450 Lexington Avenue 40th Floor
New York, NY 10017
tel: (212) 692-2388
toll-free: (800) 627-0608 
Welcome

The Matterhorn Group at Morgan Stanley

   •  Wealth management and investment planning

   •  Philanthropic planning

   •  The Parity Portfolio Strategy

The Parity Portfolio is a discretionary Portfolio Management gender lens investment strategy with a focus on ultra-high net worth individuals and institutional clients seeking financial returns and social impact.

Research (Catalyst, The Committee for Economic Development, Deloitte, McKinsey & Company, Ernst & Young, Columbia University, and Pepperdine University, among others) shows that companies with significant female representation on boards and in senior leadership have stronger financials (return to shareholders, return on assets, return on equity, profit margins) than those that lack gender diversity in leadership.

Research and analysis of companies in The Parity Portfolio include all three of the following:
    a. Female representation on the board (including trends).
    b. Company financials.
    c. Company Governance and policies (transparency, controversial policies).

Our investment objective is to seek to provide total return through a combination of capital appreciation and current income and to seek to provide a social return through activism for gender parity in corporate America.




Bulletin Board
  • The highest compliment  we can receive is the referral of your friends, family and business associates. Please  consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" our team.

  • To see timely market recap, see Cash Market Rates Snapshot.

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
pp:7953 mp: 2796