The Lubin Group at Morgan Stanley

Contact Us
The Lubin Group


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

  • 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

The Result:

A portfolio calibrated to your specific needs

Goals in Concerns

Your Goals and Concerns
Change as Life Changes 

Goals over your life.jpg

Early-to-Mid Career                                      

Late Career

In Retirement          


  • Accumulating Assets
  • Protecting Family
               Concerns graphic 1.jpg


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


  • Maintaining lifestyle and sufficient income
  • Meeting healthcare and other unforeseen expenses
  • Legacy wishes
                                      concerns graphic 2.jpg



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

    Meet The Lubin Group


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

    • Asset management
    • Traditional investments
    • Alternative Investments
    • 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

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

    Dow    31.84


    Nasdaq    73.31


    S&P 500    11.32

    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures