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 also support them during the difficult times that life deals. Ours is a lifelong commitment and our team is built for that service.

The Grossman Wealth Advisor Group 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.


Jill Grossman




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

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

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

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