The CBO Group - Morgan Stanley Team - Des Moines, IA
Morgan Stanley
The CBO Group
at Morgan Stanley
Corporate Client Group
801 Grand Ave
Suite 3800
Des Moines, IA 50309
tel: (515) 283-7008
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.




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

    “Punctuality Counts”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., explains the importance of being early in making investment decisions.

    “Teeing Up Tax Swap Possibilities”  The sell-off in both the stock and bond markets widened discounts in closed-end funds to levels not seen in three years. This is fertile ground for “tax swaps,” in which an investor sells a losing position, replaces it with a similar position purchased at a discount and, provided they adhere to IRS regulations, harvests a tax loss.

    “Is It Time for Gold to Shine?”  At the current price, the GIC believes there’s upside potential in gold. However, the real reason to take a small tactical position is as a hedge against falling stock prices and a possible decline in the US dollar.

    • Plus, look for more on equities, fixed income and alternative investments

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