The McKelvy Group - Morgan Stanley Team - MENLO PARK, CA
Morgan Stanley
The McKelvy Group
at Morgan Stanley
2882 SAND HILL RD STE 200
MENLO PARK, CA 94025
tel: (650) 234-5130
toll-free: (800) 743-1588
fax: (650) 234-5160
L to R: Rebecca Stroth-Pickens, Erika Mackenzie, J. Dorian McKelvy, Pierre Manneh(standing), Kathy Tabrizi, Tami Lautoa
Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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

    “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.

    “Say What? Biotech Is Cheaper Than Pharma?”  Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.

    "Higher Oil Prices and Reforms Give MLPs a Lift"  Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    • Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets. 

  • Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail us for more information about our Portfolio Management Program.

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