The Shadden Group - Morgan Stanley Team - Long Beach, CA
Morgan Stanley
The Shadden Group
at Morgan Stanley
Portfolio Management Group
6700 E. Pacific Coast Hwy, Ste. 110
Long Beach, CA 90803
tel: (562) 901-4340
toll-free: (800) 556-7538
fax: (562) 472-2683

Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

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

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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.
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