Roya Cole - Morgan Stanley Financial Advisor - NEWPORT BEACH, CA
Morgan Stanley
Roya Cole
Senior Vice President
Wealth Advisor
800 NEWPORT CENTER DR SUITE 700
NEWPORT BEACH, CA 92660
tel: (949) 760-2440
toll-free: (800) 927-2292 
fax: (949) 640-6124
External Insights:

This exclusive content, featuring third-party money managers, economists, academics, and other financial professionals, cuts through the clutter with actionable investment information.

CURRENT INSIGHTS

Adjusting to Slower Structural Growth - April 2014
Colin Moore, Columbia Management
April 2014
Columbia Management’s Colin Moore discusses strategies for how to invest in an era of lower economic growth rates   Read More
Rethinking Fixed Income for the Road Ahead
Lee Shaiman, Blackstone/GSO and Dave Mazza, SSgA
March 2014
Yield-hungry investors concerned about rising rates may want to consider adding a bank-loan fund to their portfolios, say Blackstone/GSO’s Lee Shaiman and SSgA’s Dave Mazza   Read More
Investing with Impact in 2014
Mary Jane McQuillen, ClearBridge Investments
March 2014
The practice of allocating assets based on social values has changed since its active emergence in the 1980s. But some investors and Financial Advisors haven’t kept up, says Mary Jane McQuillen of ClearBridge Investments   Read More
Seeking Growth in the Global Economy
Olga Pomerantz, William Blair
March 2014
Though few economies--if any--have fully recovered from the financial crisis, Olga Pomerantz of William Blair believes that with a more nuanced view, investors will find that growth finally is returning   Read More
I would be happy to answer any questions you have about the topics explored here and discuss how we can work together to help you achieve financial success. Please feel free to contact me.
PAST INSIGHTS

Rui de Figueiredo of Morgan Stanley Alternative Investment Partners says alternative investments should be more accessible to mainstream investors   Read More
As the number and nature of indexes—and products based on them—expand, investors must learn to pick those that best suit their objectives, says MSCI’s Raman Subramanian   Read More
Jeffrey Kolitch of Baron Capital explains his mutual fund's nontraditional approach   Read More
JP Morgan’s Priscilla Hancock calms the fixed-income waters and reveals where she’s finding attractive opportunities   Read More
RECENT INSIGHTS

Morgan Stanley Investment Management’s Cyril Moullé-Berteaux shares his strategy for seeking market opportunities, using diversification, an eye toward lower volatility and the ability to shift exposures   Read More
Invesco’s Donna Wilson explains how she constructs a portfolio that seeks not just a smoother ride but also income generation and a solid return potential   Read More
The next year will bring stronger prospects for the Continent, says Philippe Brugère-Trélat of Franklin Mutual European Fund   Read More
Stocks around the globe have rallied from the lows of the financial crisis, but Greg Kolb of Perkins Investment Management believes that value will always remain in vogue   Read More
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Awards Disclosures
Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
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