The Omaha Group at Morgan Stanley* is a team of experienced investment professionals who share a common philosophy on investing and managing wealth. As of 06/30/2013, the team oversees over $680 million in assets for approximately 300 high net worth families in 34 states.
Value Investing Philosophy. Our patient, long-term value approach is inspired by local investing legends Warren Buffett and Charlie Munger.
Focused Portfolios. We think investors have been oversold on diversification and that the fear of having too many eggs in one basket has caused them to put far too little into companies they thoroughly know and far too much into other companies about which they know very little. According to Morningstar, the average equity mutual fund holds 190 stocks. Our typical equity portfolio holds approximately 20 stocks.
Accountability. Our team personally manages each client’s portfolio “in-house” rather than the popular trend of delegating the money management role.
Direct Access. Since we are the portfolio managers, when our clients have a question about their investments, they have direct access and insight to our thought process.
Transparency. We avoid the use of packaged products or pooled investment vehicles. By sticking to a handful of individual stocks and/or bonds, our clients know exactly what they own and why they own it.
Tax-Aware. We create portfolios with a concern for taxes, structuring them to help minimize and defer as much tax as possible.
Multi-Generational Focus. We strive to educate our clients’ children and grandchildren on investing and financial decision-making.
Technology. We utilize a web-based approach to the financial planning process.
Structure. We have a clearly defined team with designated roles and responsibilities.
Experience. Our team members’ respective industry experience: Financial Advisors - John Dahir (31 years), Bob Howard (30 years), Pat DiBiase (29 years), Nick Bedlan (11 years), Nate Farmer (9 years), Client Service Associates - Michelle Mayo (20 years), Carmon Erickson (14 years).
Education. Nate Farmer, Financial Advisor, is a CERTIFIED FINANCIAL PLANNER (CFP) and a former Certified Public Accountant (CPA). Nick Bedlan, Financial Advisor, is a CERTIFIED FINANCIAL PLANNER (CFP) practitioner and a Certified Investment Management Analyst (CIMA). Pat DiBiase, Financial Advisor, has completed the Senior Account Executive Program at The Wharton School of Business.
Portfolio Management is an advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a wide range of securities.
Diversification does not guarantee a profit or protect against a loss.
Tax laws are complex and subject to change. Morgan Stanley* LLC, its affiliates and Morgan Stanley* Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein.
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley* LLC, Member SIPC
1 James W. McCarthy and Monica Ann Ness, Boomer Market Advisor, October 2007.
2 As of 3/31/2012. PM Equity Growth Composite
See April On the Markets from the Global Investment Committee featuring
• "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.
• "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.
• "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.
Plus, look for more on economics, equities and fixed income investments.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
- Are interest rates really important? Review this report by Miller Howard Investments, Inc. on rising rates and impact (or lack of impact) on equities.