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

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

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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 March On the Markets from the Global Investment Committee featuring

    “Listening Closely” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says to trust your fundamental analysis and investment thesis, but verify it by listening closely to what the market is saying. 

    “Regime Change" When the stock market had a swift 10% correction last month, investors could find no shelter in bonds or the dollar, which are both typically safer places to be. That’s another signal that there’s been a regime change in the markets, writes Lisa Shalett, head of Wealth Management Investment Resources and Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management.  

    • “Thematic Investing Takes a Holistic Approach” Thematic investing is a way to access investment opportunities that span multiple sectors and disciplines. Scott Helfstein, PhD, a senior investment strategist for Morgan Stanley Wealth Management, explains how it works. 

    • Plus, look for more on the economy, equities and bonds. 

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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