The Irvine Group - Morgan Stanley Team - Irvine, CA
Morgan Stanley
The Irvine Group
at Morgan Stanley
Portfolio Management Group
1901 Main Street Penthouse
Irvine, CA 92614
tel: (949) 955-7581
toll-free: (800) 533-3402 
fax: (949) 833-3542
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Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.




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

    • "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.

    • "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.

    • "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.

    Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.

  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery. Diversification does not assure a profit or protect against loss in declining financial markets.

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