The King Poljak Group - Morgan Stanley Team - SHREVEPORT, LA
Morgan Stanley
The King Poljak Group
at Morgan Stanley
Portfolio Management Group
333 Texas Street
Suite 925
tel: (318) 677-5426
toll-free: (800) 737-4232 
fax: (318) 227-1650

At The King Poljak Group, we take pride in our personalized approach to wealth management that has enabled us to serve our clients and their families from generation to generation. We are committed to helping you identify and reach your most important objectives with strategies designed specifically with your needs, attitudes and values in mind. And if we do say so ourselves, our credentials are impeccable:

  • A PhD in Economics.

  • Advanced industry designations like Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania and Certified Financial Planner (CFP)

  • Years of experience helping clients address both sides of their personal balance sheets and every aspect of their finances.

The King Poljak Group offers the personal attention you would expect from a local team of dedicated financial professionals, but we also provide access to the vast resources of Morgan Stanley, one of the world’s most respected financial services firms. This combination helps us provide our clients with the advice and guidance they need to:

  • Retire with confidence, not compromise

  • Transfer wealth to the next generation

  • Support aging parents without depleting a legacy

  • Adapt to divorce or the death of a loved one

  • Exit a business or start a new one

Whatever your challenges, we can help you surmount them... and always with a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance.

Bulletin Board
  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

  • To see timely market recap, see Cash Market Rates Snapshot.

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