The Roberts Group at Morgan Stanley is a wealth advisory group specializing in retirement income and distribution strategies. For 28 years, we have offered independent, unbiased financial counsel to attorneys, doctors, non-profit foundations, 401(k) plans, pension & profit-sharing plans, and to select high net worth individuals. Our vision is to be an "Essential Advisor", trusted to address your financial issues with tailored solutions that are established in your best interest.
Our group is committed to developing customized, objective wealth management strategies, grounded in the finest of financial thinking, that provide our clients with income stability and a greater degree of confidence into their retirement.
We draw upon our experience, long-term focus, and investment discipline to bring forth a clear perspective on how to adapt proactively to changing economic environments, which we believe is essential to effectively managing market risk and achieving favorable investment returns through times of both prosperity and uncertainty.
Recipient of 2014 New Jersey 5 Star Wealth Managers Award
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See September On the Markets from the Global Investment Committee featuring
• "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.
• "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.
• "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.
Plus, look for more on equities, fixed income investments and master limited partnerships.
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