Invest with Impact:
Align Your Portfolio with Your Personal Values
I manage capital for individuals and their families who want to ensure that their investment portfolio aligns with their personal values. Values means something different to all of us, but to make sure we figure it out together, I take you through a detailed, three-step approach that can be summarized as follows:
1) Determine your financial objectives
2) Evaluate your tolerance for risk
3) Make recommendations that are appropriate for your
needs and time horizon
Among the areas we address:
The investments listed may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley*'s licensed insurance agency affiliates.
• Investment Management, including Socially
• Retirement Planning, including consolidating
401(k)s and IRAs
• College Planning for children and grandchildren
• Estate and Beneficiary Planning, including Charitable
Giving and Donor Advised Funds
• Income Protection via fixed income, insurance, and
• Private Equity for those who have the means and
tolerance for venture funds
We focus on your long-term interests. We aim to ease your administrative burdens. And we make sure that your investment portfolio reflects your personal values. Please contact me for a complimentary consultation.
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Corporate Retirement Plans
- Education Planning
- Estate Planning
- Family Consulting
- Financial Planning
- Fixed Income
- Insurance Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Professional Portfolio Management
- Retirement Planning
- Socially Responsible Investing
- Wealth Management
- Stanford University: Masters in Business Administration
- University of California, Berkeley: Bachelor of Arts
Is aligning your investments with your values and social beliefs important to you? If so, call or email to talk to me about socially responsible investing.
Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial strategies. To learn more, call or email us.
529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
Mike Krigel is licensed in the following state(s):
CA, KS, NY, PA
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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. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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