Our investment philosophy is based upon our belief that the single most important determinant of portfolio performance is asset allocation. Our process seeks to combine an understanding of the defining mission which drives our clients with thoughtful consideration of our client’s unique goals and objectives. The crafting of a customized investment policy statement forms the foundation of our relationship with our clients.
Typically, the team structures portfolios designed to achieve a balanced return of income and long-term growth of principal while seeking to avoid excessive risk. We may select a combination of active and passive investment styles to structure portfolios based upon the firm’s and our own on-going research and evaluation of traditional and alternative investment managers. We provide extensive performance monitoring and will communicate portfolio re-balancing and tactical strategies on at least an annual basis.
Our “open architecture” approach allows us to work collaboratively, leveraging resources within Morgan Stanley* as well as externally to deliver “best-in-class” strategies for clients, including:
• Investment Policy & Management
• Proprietary and non-proprietary asset management consulting
• Strategic fixed income investing
• Alternative investments (hedge funds, private equity, real estate, futures, and currency management
Structuring & Planning Services
• Financial planning (retirement, education, asset allocation)
• Insurance & estate planning
• Philanthropic planning
• Trust services
Risk Control & Liquidity
• Securities-based loans, specialized lending, lines of credit
• Hedging & monetization strategies
• Advice on concentrated or restricted holdings
• Global capital markets & trading
Family Wealth Advisory Services
• Family advisory
• Real estate advisory
• Art advisory & curatorial management
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.
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. 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.
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Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures