A complete list of active advisors currently associated with Morgan Stevens Asset Management, LLC
Warmer can help you find a great advisor at Morgan Stevens Asset Management, LLC or one who fits your needs even better.
Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high‑net‑worth clients, and corporate or business entities, delivering customized investment policy statements and ongoing portfolio monitoring. The firm constructs diversified portfolios that may include mutual funds, equities, fixed income, ETFs, real estate funds (including REITs), private placements, venture capital interests and annuities. MSAM’s investment process draws on a mix of fundamental, technical, charting, cyclical and quantitative analysis and applies modern portfolio theory to define asset allocation and risk targets. The firm explicitly discloses the use of margin (borrowing) and options strategies, indicating it employs leverage and derivatives in client accounts when appropriate. Notable operational features include a small, closely managed team with a single listed management person overseeing account reviews, and disclosed affiliations with other private investment entities for which it provides administrative services. The firm also discloses that a principal is a licensed insurance agent and may offer commissionable insurance products, a relationship it identifies as a potential conflict of interest and discloses to clients.
To learn more about the advisors currently working at Morgan Stevens Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coto De Caza, CA
| 2
| |
Coto De Caza, CA
| 11
|
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