The Balog Group at Morgan Stanley

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The Balog Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

By utilizing the full intellectual capital of Morgan Stanley, we strive to educate and guide our clients in the areas of cash management, portfolio management, lending solutions, estate and philanthropic planning.  Our approach is to provide clients with an understanding of the current economic environment so that they are informed and empowered when making a decision that affects their family and/or business.  We work closely with our clients to create a comprehensive financial plan or roadmap.  Then, and only then, do we implement a wealth management strategy that addresses retirement planning, comprehensive estate planning, tax-minimization strategies, and if applicable, business succession planning

Services Include

  • Alternative Investments
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management


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

Working With You

Working With You

The members of our team have a combined total of over 60 years of experience in meeting the wealth strategy needs of individuals, families, and businesses. We believe that a successful relationship begins with trust and integrity.   We are committed to growing our existing client relationships and developing new ones.   We aspire to be seen as your trusted and primary financial advisory team for all of your wealth management needs.

As a Portfolio Manager with the Portfolio Management Program, I take the time to understand your unique situation and can help you develop a personalized investment strategy that is built upon a disciplined, four-step process that addresses your individual circumstances and goals:

     1. Help you set your financial objectives
     2. Work with you to define your investment strategy
     3. Create a tailored investment portfolio and manage it on a discretionary basis on your behalf.
     4. Monitor the portfolio and review ongoing performance

Our investment philosophy is to achieve a broad diversification of investments across all sectors and styles, including domestic and international equities, fixed income, commodities, ETFs and mutual funds as well as alternative investments.   In addition, we look for absolute returns from a tactical asset allocation perspective.  This type of investment philosophy does not limit me to a specific market or style and allows for the efficient allocation of risk capital globally seeking potential returns that are compelling.  This is done using a strict buy and sell discipline.

In The Press

Global Sports and Entertainment

The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. 

Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.

Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it’s actors, screenwriters, directors and musicians. We understand the unique financial challenges of entertainers and can craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.



Global Sports and Entertainment - Our Capabilities



Anouchka Balog Attracts Hollywood A-Listers



Global Sports and Entertainment.pdf



A Wealth Optimization Approach for Athletes and Entertainers.pdf



Can P_VOD Save Hollywood.pdf



2018 Entertainment Industry Trends.Variety Thought Leaders.pdf



Morgan Stanley 4th Annual Music and Radio Survey.pdf



US Equity Strategy_ Technology _ Media Bullish on FAANG in _18.pdf


Location

Location

  • 28202 Cabot Rd Ste 500
  • Laguna Niguel, CA 92677


    Meet The Balog 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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    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

    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

    Wealth Management for Athletes and Entertainers

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory

    More From Morgan Stanley

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

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