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 January On the Markets from the Global Investment Committee featuring

    “Don't Expect an Encore” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., warns investors should not expect a repeat of 2017’s exceptional returns and unusually low volatility. Instead, gains are likely to be more modest. In entering the new year, he recommends lightening up on US stocks while increasing allocations to European and Japanese stocks. He also suggests getting out of high yield bonds, which he thinks have peaked for the cycle, and allocating the funds to short-term bonds, whose yields are on the rise

    “India's Multi-Trillion-Dollar Digital Opportunity” A digitization drive is under way in India that could have a large impact on stock returns, financial sector dynamics, consumption growth and e-commerce. Morgan Stanley & Co.’s India economists and strategists say, if successful, the digital campaign and associated reforms could turn India into the world’s third–largest economy within 10 years. 

    • “ETFs: Efficient, but Increasingly Complex” Matthew Bartolini of SPDR Americas Research and Michael Jabara of Morgan Stanley Wealth Management, both experts on exchange-traded funds, say that, while these investment vehicles are growing in popularity, they are also pursuing more complicated strategies. Investors considering using them need to pay attention to the details.

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

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