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The MGY Group at Morgan Stanley

Describe your practice.

The MGY Group is a collaborative partnership that brings together a diverse mix of personalities, skills and backgrounds with the sole purpose of delivering a comprehensive and unparalleled level of service and advice to its high net worth retail and institutional clientele.

Who is your ideal client?

The ideal client is one that values a long-term, mutually beneficial relationship, and stands to benefit from the expansive resources, both internal and external, from which the team draws to deliver its product.

Describe your customer service model.

The team builds and continually works to strengthen its client relationships by delivering concierge level personal service. Though client needs ultimately dictate how often conversation and meetings occur, the team seeks to visit with each in a formal review setting at least once quarterly. All clients are provided via email with weekly, monthly and quarterly market and economic commentary, as well as at any point that conditions or events warrant special reports be issued. Custom communication is an option, too, for clients wishing to access specific information.

What is your investment philosophy?

Each client is unique, therefore the appropriate strategy for a client is determined by that client’s specific situation. Risk tolerance, time horizon, life circumstances, past experience and preferences help shape a strategy that will give a client a good opportunity to achieve whatever goal(s) have been set.

Do you offer financial planning?

The team members’ personal experiences and education complemented by the extensive resources of Morgan Stanley, allow for the delivery of an unparalleled financial planning product for The MGY Group’s high net worth clients.

What is your risk management philosophy?

The team believes that perhaps the most significant obligation that it has to its clients is to help them understand and minimize the risk in all facets of their financial lives. While risk is typically discussed in the context of investment portfolios, the team also considers insurance and liability management as important components of a comprehensive risk management strategy.

Describe your costs structure for your services and how it relates to value.

Most of The MGY Group’s clients choose to pay an annual advisory fee based on the amount of assets under management, allowing the client’s best interests to be aligned with those of the team. This structure also allows access to all of the resources of the team and Morgan Stanley for one fee, a great value for clients looking for a comprehensive approach to managing their financial lives.

Morgan Stanley Smith Barney LLC. Member SIPC. Source: NABCAP: “Premier Wealth Advisors,” 904 Magazine August, 2013. Over 5000 direct contacts and over 40000 indirect contacts were made to seek participationand/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (“Program”). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP’s methodology go to
• Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors.   • The overall evaluation score of a wealth manager may not be representative of any one client’s evaluation.
• The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Omaha Magazine.   • The rating is not indicative of the Financial Advisor’s future performance.

814 A1A North, Suite 100, Ponte Vedra Beach, FL 32082 • 904.543.7815