The Lubin Group at Morgan Stanley

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The Lubin Group

OUR MISSION STATEMENT

Understanding the unique needs of high net worth clients like you

Our Story and Services

Lubin Group

The Lubin Group brings 75+ years of investment experience and skill sets to our client base of affluent individuals, corporations, foundations and endowments, pension funds and corporate retirement plans. Our focus is on limiting our clients’ investment volatility and risk while aiming to preserve capital and deliver positive returns under all market conditions.

We offer to our clients a diversity of traditional investments, as well as alternative investments that span the range of specialized investment opportunities reserved for the more substantial and sophisticated high net-worth and institutional clients.

Our group does not believe that a declining market is an excuse for losing money. We have a long track record with alternative investments. Some of these types of investments include:

     •  Custom Model ETF Portfolios
     •  Private Equity/ Alternative Investments

The primary aim of recommending these types of alternative investments to our accredited investor clients is to reduce risk, enhance potential returns and minimize the correlation with equity and bond markets.

Our team has many clients in the scientific and computer science fields who rely on us to apply to their investment portfolios the same level of rigorous standards that their own work requires. We help manage and support the investment activities of many notable national charitable organizations. The Lubin Group provide families with financial solutions that help to preserve and protect their multi-generational financial wealth.

Our offices are located on the Palos Verdes Peninsula convenient to Rolling Hills, Rancho Palos Verdes, Palos Verdes Estates, Redondo Beach, Hermosa Beach, Manhattan Beach, Santa Monica and Los Angeles.

We provide our clients with the investment choices that will help them to weather volatile times, today and in the future. Contact us to find out how we may be able to help you.

Services Include

  • 401(k) Rollovers
  • Sustainable Investing
  • Alternative Investments
  • Estate Planning Strategies
  • Business Planning
  • Certificates of Deposit
  • Fixed Income
  • Lending Products
  • Municipal Bonds


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

Our Process

Planning a New Beginning Starts with Getting to Know You



WE WORK WITH YOU TO UNDERSTAND YOUR FINANCIAL PRIORITIES:
  • Determine how much you need to maintain your desired lifestyle
  • Develop a budget
  • Identify unexpected expenses
  • Determine whether current investments are suitable, given their new economic circumstances 
  • Protect children through appropriate insurance vehicles and estate planning
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The Result:

A portfolio calibrated to your specific needs
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Family Governance

As your family grows and your wealth increases, you may face more subtle and profound wealth management issues.
No matter the stage we have the tools & resources to help you navigate through your most pressing questions.

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The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.  We address different aspects of family wealth and come up with a solution for each of your unique needs.


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Goals in Concerns

Your Goals and Concerns
Change as Life Changes 



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Early-to-Mid Career                                      

Late Career

In Retirement          

Concerns:

  • Accumulating Assets
  • Protecting Family
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Concerns:

  • Retirement Readiness
  • Transforming assets into income
  • Generating sufficient income to last your entire life
  • Asset preservation
  • Legacy wishes

Concerns:

  • Maintaining lifestyle and sufficient income
  • Meeting healthcare and other unforeseen expenses
  • Legacy wishes
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Location

Location

  • 609 Deep Valley Dr
  • Rolling Hills Est, CA 90274


    Meet The Lubin Group

    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

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

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