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

The Grossman Wealth Advisor Group is a family team working with successful families to help them make smart decisions with their money. Our group strives to be the dependable and trusted partner for everyone whose lives we touch. We look for ways to innovate and provide a superior investment process while servicing the needs of our clients above all.

We begin by helping each client define their goals--both short and long term. We consistently collaborate with our clients on scheduled calls and in portfolio reviews to help them stay on track with their life goals. Our commitment to communication allows us to adapt to various investment environments as well as the inevitable changes in each family’s situation.

Attention to all generations of the family is essential. We share both the cheers and tears with our families. We celebrate new homes and graduations. We toast weddings and births. We also support them during the difficult times that life may deal. Ours is a lifelong commitment and our team is built for that service.

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

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

    • "Testing, Testing" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says market corrections typically retest their first bottom about two months later—and that is what’s probably happening now.

    • "Cycle Slower, Not Over" There’s ample evidence that global growth is slowing, and Morgan Stanley & Co. economists have lowered their 2015 and 2016 forecasts. Nonetheless, they still see growth, not recession.

    • "MLPs Face a Perfect Storm" Master limited partnerships (MLPs) are down about 35% for the year to date on a perfect storm of investor concerns about MLPs’ volume of business, low energy prices and uncertainty about interest rates.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with an investment strategist who argues that “people are too cynical” about the economy and then offers a new growth paradigm.

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