The Beeman Group - Morgan Stanley Team - Roseville, CA
Morgan Stanley
The Beeman Group
at Morgan Stanley
Portfolio Management Group
1478 Stone Point Dr., STE 500
Roseville, CA 95661
toll-free: (844) 300-0626 
fax: (916) 797-7750
Welcome

For 16 years, the Beeman Group at Morgan Stanley has focused on providing investment and consultations services to government entities and corporate clients. As appointed Government Entity Specialists (GES) with Morgan Stanley, we have the training, knowledge and experience needed to handle your investment program. We assist clients with investment policy review, investment strategy and trading. With our combination of investment experience and thoughtful advice, the Beeman Group offers comprehensive solutions to government and corporate clients.

Why choose Morgan Stanley Government Entity Specialists?

• Comprehensive, Knowledge, training and skills
• Commitment to government entities
• The strength and stability of Morgan Stanley:
      o $2 trillion in AUM (12/31/2016)1
      o $202 billion liquidity reserve (12/31/2016)1

Why choose the Beeman Group?

• Government Entity Specialists, providing comprehensive investment solutions to
  California Municipal clients for 16 years
• Commitment to government entities and corporate clients
• Knowledge of California investment code and guidelines
• Based in California; available in-person for committee meetings and reviews


 http://www.morganstanley.com/about-us-ir/pdf/MS_10K_December_31_2016.pdf




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  • No responsibility is more important to us than making certain that our clients’ assets are safe, secure and available when needed.  Learn more about The Strength of Morgan Stanley

  • See September On the Markets from the Global Investment Committee featuring

    “Growing Pains” As he sent his oldest son off to college, Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., reflected on the vast opportunities awaiting a young person. Similarly, the US is a young country, which, despite its growing pains, holds unlimited potential.

    Reregulation Is the New Deregulation” Deregulation is a Republican goal, but it’s difficult to do even with control of Congress and the White House. Reregulation is easier, and it’s already underway. Morgan Stanley & Co. strategist Michael D. Zezas and his team explain how reregulation is done and how it may affect your investments.  

    “Drivers of Market Volatility” If you want to understand volatility in financial markets, look at volatility in the factors that drive asset prices such as corporate profits and monetary policy.

    • Plus, look for more on currencies, master limited partnerships, and corporate bonds, as well as a Q&A featuring James Donald of Lazard Asset Management, who talks about a bull market in emerging market equities.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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