The MB Group - Morgan Stanley Team - Oklahoma City, OK
Morgan Stanley
The MB Group
at Morgan Stanley
Consulting Group
6305 Waterford Blvd.
Suite 240
Oklahoma City, OK 73118
tel: (405) 879-7111
toll-free: (800) 447-0349
fax: (405) 879-7117
l - r: Melinda Brewer, Mel Bollenbach

The MB Group is a premier financial advisory team assisting committed individuals, businesses, and philanthropic organizations in developing cohesive plans for their financial future.  Our goal is to establish long-lasting client relationships that span generations.  We seek to provide our clients with a level of service that allows them to pursue their passions without the burden of worrying about their investments.

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  • Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

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

    “The Power of Momentum”  Michael Wilson, chief investment officer and chief US equity strategist for Morgan Stanley & Co., says the stock market’s positive momentum makes it look unstoppable. However, the risk/reward proposition in buying stocks today is worse than it was at the market’s depths in late December.

    “Goldilocks Whiplash”  Remember the Goldilocks narrative about an economy that’s neither too hot nor too cold? It’s back, and Andrew Sheets, chief cross-asset strategist for Morgan Stanley & Co., explains why he is skeptical of that view. 

    “Waiting for Europe”  More than a year ago, the Global Investment Committee (GIC) increased its allocation to European equities on expectations they would outperform the US. That hasn’t worked out, but Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management and a member of the GIC, argues that it will for the patient investor.  

    • Plus, look for more on equities and cash, as well as a Q&A with Jan van Eck of VanEck about investing in China.

  • As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.

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