The Roberts Group at Morgan Stanley is a wealth advisory group specializing in money management, 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 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 a clear perspective on how to adapt proactively to changing economic environments. We believe this is essential to effectively managing market risk and achieving favorable investment returns through times of both prosperity and uncertainty.
Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery.
See September On the Markets from the Global Investment Committee featuring
• “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.
• “Say What? Biotech Is Cheaper Than Pharma?” Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.
• "Higher Oil Prices and Reforms Give MLPs a Lift" Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.
• Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.