The Medina Cale Group - Morgan Stanley Team - Newport News, VA
Morgan Stanley
The Medina Cale Group
at Morgan Stanley
Portfolio Management Group
701 Town Center Drive
Suite 902
Newport News, VA 23606
tel: (757) 873-3300
toll-free: (800) 338-8948
fax: (757) 337-6712
The Medina Cale Group from Left to Right:
Art Medina, Camela Steele, and Jamie Cale
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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  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

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

    "Painting a Picture"  Like a landscape painter, investors need to envision the whole picture before it is fully painted and realize that it’s never static, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. He advises adapting to recent changes by adding exposure to some asset classes that have lagged this year but should do better as the cycle matures.

    “Climbing the Last Wall of Worry”  S&P For the past six months, improving growth and contained inflation helped push asset prices higher, writes Andrew Sheets, chief global cross-asset strategist for Morgan Stanley & Co. As he expects improving growth and contained inflation for the next six months, asset prices should continue their run.  

    “10 Reasons to Doubt Legislative Optimism on Tax Reform”  MS & Co. Strategist Michael Zezas still thinks some form of tax reform will happen, but not as quickly as some press reports and leading Republicans say it will. Zezas lays out his reasoning. 

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Catherine Wood, founder of ARK Investment Management, who discusses thematic investing and the disruption of new technologies.

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery.

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