The Relationship Group at Morgan Stanley

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The Relationship Group

OUR MISSION STATEMENT

A good relationship will enrich your life, not complicate it

Our Story and Services

The Relationship Group

We believe that our team’s diversity of thought and experience brings a deeper, richer perspective to every conversation we have. It also means there is very little in the way of financial issues that someone on our team hasn’t seen or dealt with before.

We take the time to get to know you beyond your financial concerns. Working in concert with your other trusted advisors, we build strategies and appropriate solutions to achieve your personal definition of financial success. This approach allows us to establish deep and lasting relationships, to deliver hands-on, high-end service and seek to generate consistently reliable outcomes that are uniquely tailored to you.

We are committed to building relationships of mutual trust and respect that enrich the lives of our clients and our community.

If you’re thinking about switching Financial Advisors… if you aren’t getting calls on a regular basis or have questions that aren’t being answered… if you, or your friends and family need financial advice or have any financial questions… here’s why you want to work with us – The Relationship Group at Morgan Stanley takes the time to get to know YOU. We take care of you, we listen to you, we keep you on track. Every day we work with clients that are a joy to be with, changing and improving their lives.

Services Include

  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • Philanthropic Services
  • Business Succession Planning
  • Endowments and Foundations
  • LGBT Planning Services
  • Professional Portfolio Management
  • Defined Contribution Plans
  • Sustainable Investing


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

Events

Events

Finance doesn’t have to be serious all the time. It can be about joy, security and confidence.

We know that you’re smart and busy, so we’ll work with you to set up a process that works for you and that includes a constant stream of fun and philanthropic events for you to enjoy. In addition, we present all of our clients with engaging and educational events during the year that are meaningful. We provide opportunities for diverse groups to share common experiences, hear new perspectives and understand each other better.

The Art of Finance
Thursday
September 20, 2018
5:30pm
Melissa Morgan Fine Art
73-040 El Paseo
Palm Desert, CA 92260
RSVP: Debbie Gonzalez - 760-779-8448
Art of Finance September 20 2018 Invitation.doc_2.pdf
CRC 2210272

Working With You

Working With You

Wealth brings a different set of responsibilities and challenges.

Often, there is an expectation that the successful person should take care of those around them. At times, there can be pressure to give to causes without having a solid plan or reason for the donation. Setting spending goals can seem superfluous when any item or service you want to purchase is attainable. And the legacy you leave can have a significant impact on family or important causes.

Dealing effectively with these wealth-related issues is crucial for an investor’s well being. We use a relationship-focused approach to understand your particular goals and concerns and then help you sort through the issues that naturally accompany wealth.

To find out more about our process click here: Working Together






Professional Portfolio Management


pm1.jpgPERSONALIZED PORTFOLIOS
Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.

pm2.jpgCOMPREHENSIVE COMMUNICATIONS
Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.


pm3.jpgCLIENT FOCUS
Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.

pm4.jpgASSET-BASED FEE
Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.




4 Step Process


PM Process Top.jpg
ESTABLISH FINANCIAL OBJECTIVES
  • Work with you to establish a realistic set of objectives based on:
    • Your financial goals
    • Time horizon
    • Liquidity needs
    • Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY

  • Develop an investment strategy designed to help produce optimal portfolio performance
  • Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS

  • Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS

  • Monitor your portfolio to track its performance relative to your stated objectives
  • Modify the portfolio on a discretionary basis as your needs and circumstances change over time

Our Clients

Clients

We work with a diverse group of clients that include accomplished women, successful men, multigenerational families, LGBT individuals and families, physicians, non-profits, foundations and family trusts. Each of those clients will tell you that they receive personal care from us, that we celebrate all the joys and sorrows of life together with them, and that we ensure their needs are understood and cared for.

We also pride ourselves on working seamlessly with our clients’ accountants, attorneys and other advisors. We draw on our many years of experience to provide perspective and solve problems that may seem unusual or unique. Some of the issues with which we work with outside advisors include minimizing tax obligations, ensuring portfolios are aligned with estate plans and providing key investment advice during times of change and transition. In addition, we partner with our institutional colleagues to bring the depth and breadth of Morgan Stanley's resources to go beyond simply investment advice.

Our team has more than 60 years of combined financial industry experience and credentials in the areas of financial planning, family wealth planning, portfolio construction and management. But, we have a bigger impact on our individual and family clients than just managing their investments. We actively cultivate client relationships based on mutual respect and trust so that we can help ensure that all aspects of a client’s life, values and priorities are embedded in every major decision they make.

Community Involvement

Community Involvement

Almost more than any other activity, charitable involvement shines a light on our values and priorities. While we help our clients daily with strategic giving plans, we also think it’s important to be transparent with our own involvement in causes and organizations that have meaning to us.

David W. Schrager: Recipient of the Presidential Volunteerism Award ; Member of the Palm Springs Masonic Lodge; Instructor at the Perris Valley Skydiving School;  Member of a nationally recognized skydiving team.

Janet R. Malachowsky: Member of Desert Estate Planning Council; Desert Alliance of Professional Women; Association of Fund Raising Professionals - Desert Communities Chapter; Desert Business Association; Palm Springs Regional Association of Realtors; Leadership Coachella Valley Class of 2016; Leadership Coachella Valley Alumni Association, Palm Springs Pride Spirit of Pride 2015.

Kerry R. Hendrix: Board President of Sanctuary Palm Springs; Palm Springs Pride Spirit of Pride 2017; Visiting Nurses Association; Desert AIDS Project; former Executive Director of the Desert Business Association; Jewish Family Services; Palm Springs International Film Festival; Leadership Coachella Valley Class of 2010.

Location

Location

  • 74199 El Paseo
  • Suite 201
  • Palm Desert, CA 92260


    Meet The Relationship Group

    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

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    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

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    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 Relationship Group today.

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