The Forte Group - Morgan Stanley Team - Palm Harbor, FL
Morgan Stanley
The Forte Group
at Morgan Stanley
4114 Woodlands Parkway
Suite 200
Palm Harbor, FL 34685
tel: (727) 773-4610
toll-free: (800) 473-7149 
fax: (727) 773-4674


Welcome

Our practice works to help our clients to live the one life they have in the best way possible, taking charge of life's transitions and opportunities in order to positively impact their futures.

When your portfolio grows, so too does its complexity and the resources needed to manage it. As Financial Advisors, we have the knowledge, experience and commitment necessary to develop a strategy for your investments on an ongoing basis, providing you with objective advice on critical financial matters.

Working closely with you, we will develop an investment strategy focused clearly on your objectives—one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley*, one of the world's largest financial firms.

When you look at wealth management from a long-term perspective, one thing becomes clear: it's your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what's most important—your progress toward your goals.




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  • Want a consolidated view of your financial life?  With OneView, you can organize all your account data in one place, regardless of where your accounts are held.  Learn More.

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

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

  • Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.

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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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