The Indigo Group at Morgan Stanley

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The Indigo Group

OUR MISSION STATEMENT

We work with individuals and institutions to develop financial strategies using sustainable investment portfolios.

Our Story and Services

Our Story and Services

Capital creates change in the world.  The Indigo Group seeks to deliver competitive financial returns while driving positive environmental and social impact by investing in companies that exemplify leadership in social and environmental responsibility.

Our framework enables clients to align their portfolios with their unique impact investing priorities.  Morgan Stanley has leveraged its market position as a leading Wealth Management firm to empower our clients to Invest with Impact.

Through thoughtful dialogue and collaboration with Indigo's advisors, clients clarify and reveal their distinct motivations, which ultimately drive their Investing with Impact strategy.  These objectives incorporate institutional mission, personal values, world view and more.  Some examples, among many others, include: integrating environmental awareness, promoting diversity and supporting local communities.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Sustainable Investing
  • Financial Planning
  • Asset Management
  • Wealth Management
  • Retirement Planning
  • Professional Portfolio Management
  • Endowments and Foundations
  • Philanthropic Services
  • Life Insurance
  • Fixed Income

Experience

Experience

The Indigo Group at Morgan Stanley is a financial advisory practice within the structure of a global investment firm.  The principals of the group, Mark C. Callaway, Financial Advisor, P.J. Younglove Hovey, Financial Advisor, and LeA Coe, Wealth Management Associate, each have over 30 years of experience in the consulting and advising world.  The group shares the values of family, good stewardship of resources and commitment to the community.  Money touches everything about our lives, and it is too important to be left to chance.

The Indigo Group's services include: comprehensive financial planning; investment planning; retirement guidance; examination of risks in a client's financial life; tax management strategies; insurance evaluation; next generation planning; philanthropic guidance.  The group has also become advocates for last stages of life planning, transitions in living situations, and re-balancing of investments as clients move through later life.

Working With You

Working With You

For the past 15 years, the Indigo Group has developed a strong focus on Impact Investing and Socially Responsible Portfolios for our clients.  This allows clients to align investment decisions with their personal values.  We follow the Morgan Stanley Investing with Impact research and thought leadership.

Managing the financial resources of a family, a business, or a philanthropic endeavor is a serious job.  It takes time, focus, attention to risk, and a willingness to know our clients and their situations in depth.  We have chosen this work.  We have a real passion for it, and our clients have told us in many ways that we have made a significant difference in their lives.

Our intense discovery process helps us understand all the elements of a client's life which may be affected by both financial and investment planning.  It is our job to listen to what your needs and concerns are, and to address those with intelligence and care.  We help create a path for you, monitor that path, and meet with you to discuss problems and progress along the way.

Location

Location

  • 3280 Peachtree Rd Ne Suite 1900
  • Atlanta, GA 30305


    Meet The Indigo Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Indigo Group today.

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