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
SHREVEPORT, LA 71101
tel: (318) 677-5426
toll-free: (800) 737-4232 
fax: (318) 227-1650
Welcome

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 December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

    • Plus, look for more on global equities and fixed income investments.

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

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery.

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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*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.
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