The Dow as of the Previous Day’s Close
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.
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.
Investor Pulse Poll
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.