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 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.

  • On November 1, 2013, Morgan Stanley Chairman and CEO James Gorman announced the establishment of the Morgan Stanley Institute for Sustainable Investing.  As part of the Institute, Morgan Stanley will expand its industry-leading Investing with Impact Platform with new products, innovative thematic portfolios and groundbreaking thought leadership.
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Awards Disclosures

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