OUR MISSION STATEMENT
Our fundamental principle is to help empower our clients to accomplish their financial goals.
Our fundamental principle is to help empower our clients to accomplish their financial goals.
Empowering our clients to accomplish their financial goals is the fundamental principle that drives us at the Manset & Hrabovsky Group. For more than 75 collective years, we have been creating customized investment portfolios for high net worth individuals, small business owners and multi-generational families.
Our clients believe, as we do, in the importance of building a long-term relationship with their investment advisor. They have learned to depend on our comprehensive knowledge of the world’s financial markets. And above all, they have grown to appreciate our disciplined investment approach that has become the trademark of our practice.
At the Manset & Hrabovsky Group, we feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work even harder, seeking to ensure your wealth will lead to continued prosperity over time.
Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.
Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
The implementation of Rule 10b5-1(c) has fundamentally altered the ability of insiders to transact in their own stocks to help them achieve their portfolio objectives. The PDP trading schedule offered by Morgan Stanley is customizable. Through the coordination of your Morgan Stanley team and the PDP group, we can craft a trading plan schedule to help meet each client’s particular needs.
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For more than 17 years, Kevin has provided customized advice, investment solutions and other financial services to individuals and families. His area of knowledge includes building globally diversified portfolios with a goal of producing competitive risk-adjusted performance, based on each client’s unique goals.
Kevin earned a Bachelor of Arts degree and Personal Financial Planning® designation from the University of California, Santa Barbara. He joined the Morgan Stanley family in 1997 as a Financial Advisor. In 2013, Kevin was recognized as a Senior Portfolio Manager and earned the accreditation for discretionary Portfolio Management. Like Jacques, he is now among a select few of financial advisors within Morgan Stanley who are qualified to directly manage client assets. This is an important benefit for clients, as it can avoid delays in making timely financial management decisions.
Kevin’s approach to investing is founded on his strong desire to coach and teach. He began coaching soccer while in college, and his passion to coach continues today. He is also actively involved in Junior Achievement, teaching both high school and grammar school students. The opportunity to set goals, share knowledge and watch a team grow is a reward Kevin enjoys deeply. With his clients, he follows the same process: identify and prioritize goals; create an investment strategy to help meet those goals; help clients understand the investments and the risks they contain; and then monitor and adjust the investments as opportunities present themselves or as goals change. Kevin believes this disciplined approach is key to successful wealth planning.
Kevin currently resides in Camarillo with his wife, Laura, whom he met while at UCSB. Together they have two young children. In his leisure time, Kevin enjoys basketball, surfing and, of course, soccer.
Securities Agent: AR, AZ, CA, CO, FL, GA, HI, MA, MD, NM, NV, NY, OR, PA, TN, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Jacques has dedicated his 25 year long career to helping clients achieve and maintain their financial independence. He is committed to long-term relationships, striving to deliver exceptional client service. He listens carefully to his clients’ and works tirelessly to implement customized investment portfolios that match their specific goals and tolerance for risk. Most importantly, he enjoys educating his clients and helping them understand market risks and cycles.
Jacques is a fourth-generation financial industry professional. His father has more than 40 years of experience as a stock broker & both his grandfather & great grandfather were commodity brokers in Philadelphia.
After receiving a degree in Political Science at UCLA , Jacques traveled the world as a professional tennis player on the ATP tour. In 1986, he began working on Wall Street as a NASDAQ trader, and worked on the floor of the New York Stock Exchange and the institutional equity desk. In 1988, Jacques returned to California as a financial advisor. Over the years, he has had the privilege to work with Thomson McKinnon, Prudential Securities and A.G. Edwards. This collective experience provided him with a diverse set of skills and expertise prior to joining Morgan Stanley in 1998.
Throughout his rewarding career, Jacques has continued to invest in his own education. He earned the prestigious Certified Portfolio Manager (CPM®) title from Columbia University. The curriculum for this designation involves an in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation. Jacques is among only 300 financial professionals who have attained this certification, establishing himself as a forerunner in portfolio management.
Jacques lives in Ventura with his wife, Erika, for over 25 years. He enjoys bike riding, hiking, and reading political and historical novels in his leisure time.
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, HI, ID, MA, MD, MN, NH, NM, NY, OR, TN, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Drawing on more than 30 years of experience in the financial services industry, Irene provides a wide range of account-related services for the clients of the Manset & Hrabovsky Group. Over the course of her career, she has worked in a variety of capacities, from office manager to cashier. The experience she has gained in these diverse positions is immeasurable. All of her experience brings her back to one basic truth: Always work in the best interest of our clients.
Irene is highly adept at handling a broad range of responsibilities quickly and professionally and enjoys providing, what Jacques and Kevin call, “white glove service” to every client. Working with investors since 1982, Irene not only knows how to meet their specific needs, she knows how to anticipate them as well.
Irene is a second generation Ventura County resident, who is committed to her community and her family. Her pride and joy is her son, Andrew.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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