The Berkheimer Group - Morgan Stanley Team - Frederick, MD
Morgan Stanley
The Berkheimer Group
at Morgan Stanley
30 W Patrick Street, 7th Fl
Frederick, MD 21701
tel: (301) 663-8833
toll-free: (800) 634-0072
fax: (301) 663-4798
Welcome

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.

The Berkheimer Group at Morgan Stanley is committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.
        
Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.




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

    “Are You Ready for Euphoria?”  While it’s easy to say that stocks have moved too far too fast in the past few months, it’s premature to think it’s already over given the powerful shift in sentiment that is just starting, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He analyzes the drivers of this aging bull market and why he believes it has more room to run.

    “How Corporate Tax Reform Could Affect Company Earnings”  In our estimates, cutting the federal corporate tax rate to 15% from 35% could deliver an 8.2% earnings boost to the S&P 500. At the sector level, the benefit could be much greater.

    “Strategies for a Rising Rate Era”  With interest rates increasing, investors need to consider different approaches for their fixed income portfolios. These include “bond ladders” and various sorts of adjustable-rate securities.

    • Plus, look for more on economics, commodities and municipal bonds. 

  • Betsy Pakenas was recently selected by Morgan Stanley to participate in a Wealth Management campaign entitled Teamwork: Many Perspectives, One Goal.  Click here to view the video featuring Betsy:  http://www.morganstanley.com/articles/teamwork-many-perspectives-one-goal/.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

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