The Grossman Wealth Advisor Group - Morgan Stanley Team - Indianapolis, IN
Morgan Stanley
The Grossman Wealth Advisor Group
at Morgan Stanley
800 East 96th Street
Suite 400
Indianapolis, IN 46240
tel: (317) 818-7423
toll-free: (800) 336-0095 
fax: (317) 663-2798
L-R : Jacqueline Brown, Terry "Toby" Cole, Jill Grossman, Kevin Karlander, Al Karlander
Welcome

We are a family team working with successful families to help them make smart decisions with their money.  

We begin by helping each client define their goals--both short and long term.  Through the years we collaborate with them on scheduled calls and portfolio reviews.  This communication lets us adapt to various investment environments as well as the inevitable changes in their lives.

Attention to all generations of the family is essential.  Through the years we have shared both cheers and tears with our families.  We celebrate new homes and graduations.  We toast weddings and births.  We are also with them during the difficulties life deals--illness, divorce and death.  Ours is a lifelong commitment and our team is built for that service.

Our team takes pride in the service model that allows us to promise we will return all calls in no more than 2 hours and chart a path to resolve any issues within 24 hours.




Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

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

    • "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.

    • "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.

    • "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.

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

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Awards Disclosures

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