The BGR Group - Morgan Stanley Private Wealth Team - Boston, MA
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The BGR Group
At Morgan Stanley Private Wealth Management

125 High Street 22nd Floor
Boston, MA 02110
(617) 757-8887 / Main
(855) 602-3911 / Toll Free
(617) 748-1577 / Fax
Welcome

The BGR Group at Morgan Stanley Private Wealth Management is a cohesive team of dedicated financial professionals with complementary capabilities, perspectives and experience. We combine our talents to serve a select clientele of highly affluent families and individuals, helping each to create a comprehensive wealth management plan based on their specific needs, goals and challenges. We also work with a small group of institutional clients, focusing on investment strategy and implementation.

A Boston-based practice, we work with clients who reside throughout the United States and abroad. We are as well versed in the unique financial needs of offshore investors as we are with those who created their wealth by building successful businesses here in New England. In fact, we view where you live as just one of many factors that create your unique set of planning challenges and opportunities.

We believe that real, sustainable value is created by consistently combining the right people, solutions, and services with the intangibles that drive successful planning and execution—listening, understanding, proactively communicating, adapting, problem solving, anticipating, serving. We encourage our clients to measure our performance by how effectively we help them meet or exceed their long-term financial goals, and the degree to which we help them relax and enjoy the wealth they created.

We would welcome the opportunity to learn more about you and explore whether our team might be the right fit for you.

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

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  • See January On the Markets from the Global Investment Committee featuring

    “Don't Expect an Encore” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., warns investors should not expect a repeat of 2017’s exceptional returns and unusually low volatility. Instead, gains are likely to be more modest. In entering the new year, he recommends lightening up on US stocks while increasing allocations to European and Japanese stocks. He also suggests getting out of high yield bonds, which he thinks have peaked for the cycle, and allocating the funds to short-term bonds, whose yields are on the rise

    “India's Multi-Trillion-Dollar Digital Opportunity” A digitization drive is under way in India that could have a large impact on stock returns, financial sector dynamics, consumption growth and e-commerce. Morgan Stanley & Co.’s India economists and strategists say, if successful, the digital campaign and associated reforms could turn India into the world’s third–largest economy within 10 years. 

    • “ETFs: Efficient, but Increasingly Complex” Matthew Bartolini of SPDR Americas Research and Michael Jabara of Morgan Stanley Wealth Management, both experts on exchange-traded funds, say that, while these investment vehicles are growing in popularity, they are also pursuing more complicated strategies. Investors considering using them need to pay attention to the details.

    • Plus, look for more on the economy, equities and bonds. 

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