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 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.

  • 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.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. 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.
Awards Disclosures

pp:7953 mp: 2796