The Spiro Group at Morgan Stanley* is pleased to announce that it has recently achieved a milestone for our Industry. We have crossed $1 billion of assets under management. This is an achievement that few in the industry achieve. Hard work surely plays a role here; that said, we could not possibly have achieved this without the trust and faith that so many clients have placed in us over the years. We value that trust and have worked tirelessly to earn it; we intend to continue to do so in the years to come. Thank you for letting us share this honor with you.
Sincerely,
James M. Spiro
Director Wealth Management
The Spiro Group
I recently had the pleasure of receiving a gratifying honor. Please see In the Press tab on the left. From a nominating list of individuals submitted by readers, New Orleans CityBusiness publication selected me as one of the 50 most influential financial professionals in the City.
My thanks for the trust and loyalty so many have placed in my partners and me.
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See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.
• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.
• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.
Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
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