Our team, The Williams Group at Morgan Stanley*, strives to assist clients in attaining their financial and investment goals. We deliver service to our clients through a team approach, which has created the ability to meet each client’s need more effectively.
We provide a holistic wealth management approach and a two-tiered investment management process. When investing for clients, we believe in a strong risk management philosophy and that asset allocation, diversification and correlation are essential to a portfolio. Together we formulate a strategy, based on our planning process and investment analysis. We hope that you will continue to visit our website to learn more about how The Williams Group at Morgan Stanley* can serve you.
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.
See November On the Markets from the Global Investment Committee featuring
• "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.
• "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.
• "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.
Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.
We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
It's 2015. Do You Know Where All Your Retirement Savings Are?