The Evolution of Sustainable Investing in Private MarketsġMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.Environmental, Social & Governance (ESG) Integration.Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
The returns on a portfolio consisting primarily of Environmental, Social and Governance ("ESG") aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. What if your investments could influence a positive change in the world without sacrificing the level of return you need to meet your financial goals? In combination with Morgan Stanley's award winning Impact Quotient tool, we are able to show you the total impact of your investments, as well as the financial performance of your portfolio.
Our Investing with Impact platform is composed of a diverse range of funds and other investments designed to advance environmental, economic and social goals - while striving for competitive performance. We deliver workplace financial solutions that can help employees build financial confidence and help you attract and retain top talent.
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Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits. Non-Qualified Deferred Compensation Plans We serve a full spectrum of plan types including: Allow me to work with you to maximize these benefits.
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Unfortunately, many employees don’t take full advantage of their ESPP because they don’t completely understand how to use it to their advantage. Working for a company that offers employees an employee stock purchase plan (ESPP) can be a valuable perk that can help you reach your financial goals. Get your questions answered on stock options, restricted stock units (RSUs), Employee Stock Purchase Programs (ESPP) and more. Insights brings industry professionals and thought leaders together to deliver the fresh perspectives and keen insights needed to help drive your business forward. There’s never been a more important time for business leaders to be in the know and be in the now. Whether you are interested in revisiting your current financial plan, crafting a new wealth management strategy or exploring what a comprehensive financial plan means for you, Bobby and his team are equipped to assist you with each step in providing the information needed to make more informed financial decisions and determine better outcomes. While placing great emphasis on communication, Bobby dedicates himself to cultivating long-term relationships with clients as well as an opportunity to earn a trusted position in his clients’ life-long financial planning and wealth management strategies. Through extensive discussions, Bobby takes the time to learn about his clients’ needs, concerns, and goals allowing him to strategically prioritize each into a comprehensive financial plan. As a 22-year veteran of the financial industry, he has dedicated his career to developing strategic investing approaches for wealth management clients’ short-term objectives and long-term financial goals.īobby’s emphasis is on financial planning for clients serious about protecting and building their wealth is a key pillar to his financial advisory process.
Robert “Bobby” McKee IV is a First Vice President, Portfolio Manager and Financial Planning Specialist with Morgan Stanley Wealth Management.
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