Financial Services INTRODUCING MS INVESTMENT PARTNERS LLC MS Investment Partners is a resource aimed at helping you with the complex issues of investment management and retirement planning. As your advisor, we'll earn your trust as we work with you to build a long-term relationship that helps you prepare for the future. We employ a holistic approach that encompasses not only the investment side, but tax and insurance issues as well. DETERMINING YOUR OBJECTIVES MS Investment Partners will review your current situation and discuss objectives. Then, using the wide range of resources available through 1st Global Capital Corp. - mutual funds, annuities, stocks, bonds - we'll recommend a program to meet your goals. And since we don't sell "in-house products," our recommendations are objective. After helping you define your personal financial goals, we put a plan in place, monitor your results and make adjustments as your needs change. By aligning your financial assets to meet your goals, we're able to monitor your plan effectively. PERSONALIZED MONEY MANAGEMENT Based on your financial objectives, MS Investment Partners, in conjunction with 1st Global Capital Advisors, Investment Management Solutions (IMS) Program can help design a program to provide you an orderly, disciplined approach to the investment process. IMS offers a personalized program for investing, with customized portfolios, access to world-class asset managers and consolidated account performance reporting - all the elements you need to help preserve and grow your wealth while managing for acceptable levels of risk. INSURANCE PLANNING AND REVIEW As the need for life, disability and other insurance arises, MS Investment Partners will help you determine what policy is right for you and your family. Together, we will review proposals from various life insurance alternatives to create the best plan at the most competitive price. ESTATE PLANNING MS Investment Partners can prepare a complete estate plan with you and your interests in mind. By focusing on achieving your financial goals and reducing estate taxes, we can help your family plan its future financial security. Our experienced advisors translate your wishes into a tangible long-term estate plan. You can rest easy knowing that all of your finances are combined in one place with people you can trust to protect you and your family. PERIODIC REVIEWS While we are always available by phone, we also like to meet with you from time to time to review your portfolio and situation and to make sure existing investments are still the right ones for you. ADDITIONAL SERVICES Retirement Planning - MS Investment Partners offers a wide range of retirement planning services. Stocks and Bonds - We offer clients the ability to trade listed and unlisted stocks and also offer an extensive range of fixed-income securities through 1st Global Capital Corp. IRAs, Rollovers - We specialize in retirement planning for individuals. Various alternatives and strategies are available for IRA investors. Pension and Benefits Counseling - When considering the right plan for your business, you have many choices - SEP, profit sharing, money purchase, 401(k), defined benefit, to name a few. We can help you select the right plan. * Securities offered through 1st Global Capital Corp., Member FINRA, SIPC * Investment Advisory Services offered through 1st Global Advisors, Inc. * We have individuals registered to offer securities in the states of (CA, CO, CT, FL, MA, MD, NJ, NY, NC, OH, PA). This is not an offer to sell any security or provide investment advice in any other jurisdiction. |
| Contact Joseph J. Corcoran for more information on our Financial Services. |
| Back to Top |