The Okby Group at Morgan Stanley

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The Okby Group

OUR MISSION STATEMENT

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

Our Story and Services

Welcome Message


Our Mission is to work with you and your network of trusted professionals to identify your goals and values and to help ensure that you benefit from customized strategies and solutions. Our experienced, multi-dimensional team provides exclusive access to the world-class resources and global scale of Morgan Stanley while also offering the support and consideration that comes from an established local presence.  Our disciplined, comprehensive process, which is objective and transparent, is delivered with a focus on premium personalized service.

Ultimately, we are driven by an unwavering commitment to the achievement of our client’s financial goals, retirement readiness and a passionate devotion to the local and regional communities we serve.

Services Include

  • Institutional Services
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Corporate Pension Funds
  • Wealth Consulting
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Sustainable Investing
  • Corporate Trust Services
  • Endowments and Foundations
  • Estate Planning Strategies
  • Philanthropic Services


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

Working With You

Working With You

As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email us to learn more about how we work with business owners to make the right investment decisions for your plan. We are committed to a process that allows plan fiduciaries to achieve optimal results and positive participant outcomes.  Our process begins with an open architecture approach to both investment managers and service providers. This approach allows us to service our clients without proprietary restrictions and conflicts of interest as we strive to deliver best in class solutions.

Whether you use us as a co-fiduciary on your investment due diligence under a 3(21) arrangement or chose to completely delegate the management of the investment menu under 3(38), we have the ability to customize an approach unique to your needs.


Financial Planning

Financial Planning with the The Okby Group


Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

LifeView® helps us:
      • Analyze your current investments, and financial situation
      • Review and prioritize your goals with you, such as Retirement
      • Education funding
      • Major purchases and philanthropic goals
      • Protect your goals
      • Develop wealth transfer strategies


Community Involvement

Community Involvement

- American Cancer Society/ Coaches Vs. Cancer
- Juvenile Diabetes Research Foundation
- Making Strides Against Breast Cancer
- Epilepsy Foundation of Northeastern New York
- Saratoga County Chamber of Commerce
- B.P.O.E. Saratoga/Wilton Lodge # 161
- Run for the Roc

Meet The Okby 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

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

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

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 Okby Group today.

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