My wealth advisory practice prides itself in providing; a breath of integrated services, with Morgan Stanley’s team of professionals with diverse skills and deep knowledge, a concentration on high touch services, and a broad range of experience in multigenerational planning. My typical client is a high net worth individual with an entrepreneurial spirit. These clients appreciate working with a wea
lth advisory practice that thinks and acts as opportunistically as they do. They are generally sophisticated, educated and successful. They understand the benefits of our global-macro approach to managing and helping to preserve their wealth. I feel it is their passion that is usually the driving force to their success and they want an advisory practice that brings that same degree of passion to managing their financial affairs. All of my clients understand that I am a professional portfolio manager that has spent a career studying the interrelationships of the markets and I am dedicated to proactive, tactical investment strategies. Although they understand that I may have a need to access outside money managers to assist in achieving risk adjusted return goals, they most certainly know that I never outsource my responsibility toward seeking to achieve their investment goals.
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