The Stanfield McCarthy Group

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Investing


Our investing and wealth management offerings encompass every aspect of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to meet all of your life’s goals.

Products and Services For Investing

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs. 

Asset management

Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class. 

Financial planning

Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Cash Management and Lending Solutions

Offering clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day liquidity needs with all of their long term ambitions.

More Articles of Interest

Actively Pursuing Tax Alpha

Incorporating tax-sensitive investing can capitalize on market fluctuations and potentially yield better after-tax results.

The Wealth Organizer

This workbook will let you strategically assemble the critical details of your financial life.

AlphaCurrents

This monthly publication from Wealth Management Investment Resources explores investable themes in the public markets.

Plan for Your Future

Regards of your stage of life, your Morgan Stanley Financial Advisor can help you achieve your financial goals.

Tax Tables 2018

These 2018 tax tables can help you in your investment decisions.

Impact Outcomes

In this issue we discuss themes and trends in sustainability, as well as our outlook.

Ready to start a conversation? Contact The Stanfield McCarthy Group today.

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