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.
Betsy was recently selected by Morgan Stanley to participate in a national advertising campaign seen on a variety of websites including CNBC and the Wall Street Journal. Click here to view the campaign featuring Betsy: http://www2.morganstanley.com/wealth/default.asp. Note, you should click on the fifth ‘dot’ under the video pane to access The Pursuit of Confidence directly and click on the ninth ‘dot’ to access The Pursuit of Teamwork directly.
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.
See September On the Markets from the Global Investment Committee featuring
• "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.
• "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.
• "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.
Plus, look for more on equities, fixed income investments and master limited partnerships.