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
[Click to enlarge]
Email Us
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.




Bulletin Board

  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • The Global Investment Committee meets regularly to update its investment outlook, discuss portfolio positioning and develop tactical strategy to capitalize on near term opportunities.

  • The highest compliment we can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" our team.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
FEATURED REPORTS

On the Markets

Monday Morning Musings

Global Investment Committee – Positioning

FEATURED NEWSLETTERS

Morgan Stanley Investor Insights

The Berkheimer Group - Team Brochure
Investor Pulse Poll
What country do you think is the best place to invest in 2013? Click below to see if you agree with other investors.

Click answer below:
pollbullet.png U.S.
pollbullet.png Brazil
pollbullet.png China
pollbullet.png India

Investor Pulse Poll

Morgan Stanley surveyed a cross-section of investors earlier this year who had investable assets of $100K or more.  The majority saw the U.S. as the best place to invest in 2013:

U.S. 54%
Brazil 25%
China 15%
India 6%



The Morgan Stanley Economics and Strategy team believes that, while the U.S. is in reacceleration mode, data and events over the last serveral months suggest that the global economy is gaining momentum, heading toward GDP growth of roughtly 4% in the second half of 2013 and in 2014. Download "From Twilight to Daylight," an article on world markets from the April 2013 issue of Morgan Stanley's On the Markets monthly commentary from our Global Investment Committee, or send an e-mail for more information.






1Survey Methodology: 1,000 U.S. investors, age 25 to 75, with $100,000 or more in investable household financial assets. A third of those interviewed had $1 million or more in household financial assets. Poll conducted by GFK Public Affairs January to March, 2013.

This poll should not be construed as a personal investment plan nor is it a solicitation to purchase or sell any security. All investing entails risk, including the risk of loss. Individuals should consult a financial advisor before acting on any information contained herein.

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC.
663143 5/13
prev
next
pp:3147 mp: 2796