The Penn-Atlantic Group at Morgan Stanley* is dedicated to helping to build and preserve wealth for our clients. Our team is committed to helping our clients achieve their financial goals by understanding their needs, offering quality investment advice, and providing unparalleled service. Our clients’ investment objectives and financial needs govern all portfolio decisions. We take pride in our commitment in seeking to build successful and lasting relationships and delivering excellent value to our clients.
Our Investment Philosophy:
It is our goal to formulate and execute customized financial strategies designed to meet the individualized needs of our clients. We define investment goals utilizing strategic asset allocation strategies. It is our belief that asset allocation is the key to successful long-term investing.
“A goal without a plan is just a wish” -Anonymous
To move beyond that wish, the Penn-Atlantic Group at will help you develop an understanding of your unique goals and objectives, and devise a plan that suits you.
Our Firm has helped redefine the meaning of financial services. We pride ourselves in providing new opportunities for an investor like yourself to help build, manage, and preserve your wealth.
We take the time to understand who you are, and devise a strategy that fits your needs. It is our responsibility to provide you with accurate information and with the necessary advice to help make sound investment choices.
____The Penn-Atlantic Group
-Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
See March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
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To see timely market recap, see Cash Market Rates Snapshot.
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