Review Anthony R Capri, Vice President, Financial Advisor At Morgan Stanley In new-jersey, united-states
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Anthony R Capri, Vice President, Financial Advisor At
303 Lippincott Drive, Suite 300
Burlington,Others
New-jersey,United-states - 08053
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Detailed description is I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you. Investing requires more than giving clients sound investment advice. It means helping them achieve financial independence. Working towards that lofty goal requires three essential steps: the consultative process, the investment process and the servicing process.. . The Consultative Process. . My consultative process begins with an in-depth discussion of your current finances and investment goals. I also help address important issues many investors often overlook, such as how to plan for changing market conditions and how to meet unforeseen expenses and income needs that may arise.. . The Investment Process. . The heart of my investment process is that I carefully analyze your portfolio to determine prudent ways to reduce costs and enhance performance. Or as I like to say, “I take a strong microscope to your existing investment portfolio to pinpoint ways to maximize its potential.” . . To help trim costs, I identify expenses associated with your portfolio, such as management fees and 12(b)1 marketing costs. Countless studies have shown that even the slightest reduction in costs can have a meaningful effect on your portfolio’s long-term return. . . To help enhance performance, I recommend a comprehensive asset allocation strategy that addresses a myriad of factors that can affect your portfolio’s investment results. Examples include over- and under-weighting in certain investment sectors, tax efficiency and diversification, to name a few. . . In creating this asset allocation strategy, I rely on the firm’s proprietary software. From there, I select among the firm’s premier roster of professional money managers and exchange-traded funds, among other investments, to invest those assets. I devote a significant amount of time to help ensure the recommended strategy best fits your unique needs.. . The Servicing Process. . I have an unwavering dedication to help my clients understand their investments, answer questions in common-sense language and oversee the day-to-day duties associated with their account. When you become my client, I will maintain a close relationship with you to provide the same level of high-quality service.. . As your needs and goals change, I will also work closely with you to modify your portfolio’s strategy to reflect your situation at that time. It’s just one more step in helping you achieve the one goal that you deserve most of all: financial independence.. . Disclaimers: . © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via FaceBook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. . NMLS#: 557516
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