The Broadview Group - Morgan Stanley Team - Durham, NC
Morgan Stanley
The Broadview Group
at Morgan Stanley
3511 Shannon Road
Suite 300
Durham, NC 27707
tel: (919) 490-7118
toll-free: (800) 851-1331 
fax: (919) 490-7135
Welcome

We pro-actively serve a select group of families with care and thoughtful stewardship, by offering rigorous discipline in order to deliver a higher level of predictability over time.




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  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

  • 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.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in today’s new retirement.

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