The Lubin Group brings 75+ years of investment experience and skill sets to our client base of affluent individuals, corporations, foundations and endowments, pension funds and corporate retirement plans. Our focus is on limiting our clients’ investment volatility and risk while aiming to preserve capital and deliver positive returns under all market conditions.
We offer to our clients a diversity of traditional investments, as well as alternative investments that span the range of specialized investment opportunities reserved for the more substantial and sophisticated high net-worth and institutional clients.
Our group does not believe that a declining market is an excuse for losing money. We have a long track record with alternative investments and dual directional products that can potentially benefit from both a rise and fall in the underlying index or security. Some of these types of investments include:
The primary aim of recommending these types of alternative investments to our accredited investor clients is to reduce risk, enhance potential returns and minimize the correlation with equity and bond markets.
Our team has many clients in the scientific and computer science fields who rely on us to apply to their investment portfolios the same level of rigorous standards that their own work requires. We help manage and support the investment activities of many notable national charitable organizations. The Lubin Group provide families with financial solutions that help to preserve and protect their multi-generational financial wealth. Our clients will tell you that we provide customized guidance to meet their long-term goals and objectives.
Our offices are located on the Palos Verdes Peninsula convenient to Rolling Hills, Rancho Palos Verdes, Palos Verdes Estates, Redondo Beach, Hermosa Beach, Manhattan Beach, Santa Monica and Los Angeles.
We provide our clients with the investment choices that will help them to weather volatile times, today and in the future. Contact us to find out how we may be able to help you.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYAwards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.