The BlackRidge Group at Morgan Stanley

The BlackRidge Group at Morgan Stanley Our team utilizes environmental, social and governance (ESG) analysis to help meet our investors' socially responsible standards. NMLS #: 1390903

The BlackRidge Group is a private client practice serving the needs of physicians, business owners and corporate executives as well as an institutional practice focused on serving endowments and foundations. Integrity, experience and dedication to an exceptional client-service standard are the cornerstones of our team’s practice.


© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.

sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

The BlackRidge Group is honored to be included in the 2026 Forbes Best-In-State Wealth Management Teams ranking once aga...
01/15/2026

The BlackRidge Group is honored to be included in the 2026 Forbes Best-In-State Wealth Management Teams ranking once again.

This prestigious recognition is a testament to the unwavering trust and confidence our clients place in us, which inspires us to excel through thoughtful and disciplined advice every day.

We extend our heartfelt gratitude to our clients, who are the cornerstone of our success.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/TPmiG ] https://livesocial.seismic.com/a6KJJ5

At Morgan Stanley's 2025 Thematic Conference, leaders spotlighted how the AI boom is reshaping industries and the global...
01/08/2026

At Morgan Stanley's 2025 Thematic Conference, leaders spotlighted how the AI boom is reshaping industries and the global economy.

Conference participants, including strategists and thought leaders, explored mega‑investment themes such as tech diffusion, the future of energy, a multipolar world, and longevity. Across all these themes, AI emerged as a powerful catalyst driving transformative change.

morganstanley.com

AI-powered shopping assistants, known as agentic shoppers, are set to revolutionize the e-commerce landscape, potentiall...
01/07/2026

AI-powered shopping assistants, known as agentic shoppers, are set to revolutionize the e-commerce landscape, potentially capturing $190 billion to $385 billion in U.S. sales by 2030.

These innovative tools could account for 10% to 20% of the market share, reflecting a significant shift in consumer behavior. Approximately 23% of Americans having made AI-driven purchases recently. Groceries and consumer packaged goods are leading this trend, poised to drive substantial growth in agentic commerce over the next five years.

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Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your...
12/17/2025

Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your giving go further.
https://livesocial.seismic.com/ayIHDk

Could you be keeping more of what you earn? Let's discuss moves to make before year-end to help reduce the impact of tax...
12/01/2025

Could you be keeping more of what you earn? Let's discuss moves to make before year-end to help reduce the impact of taxes on your portfolio. https://livesocial.seismic.com/alexk2

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are ...
11/21/2025

As you approach year-end, consider how strategic tax planning can position you for success in 2026 and beyond. Here are three key questions we can explore together. https://livesocial.seismic.com/atWiW5

Preparing for life after the sale of your business involves reflecting on your success and setting goals for the future.
11/19/2025

Preparing for life after the sale of your business involves reflecting on your success and setting goals for the future.

morganstanley.com

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan S...
10/24/2025

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://livesocial.seismic.com/ai-eOO

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how t...
09/23/2025

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://livesocial.seismic.com/aAUBRC

A recent Morgan Stanley AlphaWise survey of our summer interns in the U.S. and Europe provides valuable insights into th...
09/02/2025

A recent Morgan Stanley AlphaWise survey of our summer interns in the U.S. and Europe provides valuable insights into the emerging priorities and interests of future leaders, offering a glimpse into the evolving landscape of tomorrow's workforce.

Key findings include:

Career advancement is the top priority for young professionals, underscoring the importance of aligning organizational goals with personal development opportunities.

A significant portion of interns foresee humanoids becoming viable and potentially replacing human jobs, highlighting the need for strategic planning in workforce development and technology integration.

While interest in cryptocurrencies is currently modest, it is on a steady rise, indicating a growing area of potential investment and innovation.

These insights underscore the importance of staying ahead of technological and societal trends to maintain a competitive edge. As we navigate these changes, fostering a culture of adaptability and forward-thinking is crucial.

morganstanley.com

The sports industry stands at a pivotal moment, with the potential to boost its annual revenue by 25% through increased ...
08/29/2025

The sports industry stands at a pivotal moment, with the potential to boost its annual revenue by 25% through increased technology adoption. Currently trailing behind other sectors, the industry can close this digital gap by leveraging an influx of institutional capital, engaging a younger audience, and capitalizing on tech interest in content distribution.

The digital transformation of sports is poised to enhance revenues significantly across events, media distribution, and fan engagement. As we approach this new era, the integration of technology will be key to unlocking new opportunities and driving growth.

morganstanley.com

Address

14 2nd Street SW Suite 201
Rochester, MN
55902

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15072810403

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