With a combined 20 years of experience managing investments, The Newman Group at Morgan Stanley has developed a passion for helping clients surpass their financial dreams. We strive to make certain that our clients have an understanding of where they are and a vision of where they want to be, and then we work side by side with them to help bring their goals to fruition.
We are committed first to listening and then to finding the most appropriate solutions that fit our clients’ needs based on suitability. We pride ourselves on high quality customer service and frequent communication. As Financial Advisors with Morgan Stanley, we have access to world class research, intellectual capital, and investment solutions within and outside of our firm. We use an open architecture structure, choosing solutions from multiple sources based on our own in-depth due diligence. We manage both fee-based portfolios and transactional portfolios, depending on what is deemed most appropriate for our client.
We have a simple five-step process:
• Review your goals, time frame, risk tolerance, assets and liabilities
• Review your income and expenses, liquidity, tax bracket and account structure
• Help customize and implement your strategy
• Provide ongoing monitoring, reallocation, and performance reviews
• Provide financial plan reviews and amend your financial plan based on life events
or changes in goals
We offer comprehensive service:
• Portfolio Management
• Retirement Planning
• Income Planning
• College Planning
• Tax Strategy
• Access to Lending Services
• Insurance Solutions
• Corporate & Individual Retirement Solutions
We love what we do, and we welcome the opportunity to assist our current clients and future clients with achieving their financial dreams.
See July On the Markets from the Global Investment Committee featuring
• "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.
• "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.
• "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.
Plus, look for more on economics, equities, fixed income investments and commodities.