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Transcript
please JOIN US May 15, 2014 Socially responsible investing describes an investment strategy which seeks to maximize both financial return and social good. In general, socially responsible investors favor corporate practices that promote environmental stewardship, consumer protection, human rights, and diversity. Investors can create a portfolio that is both competitive and true to their social concerns. MJ McQuillen and Benedict Buckley of ClearBridge Investments will lead the discussion on this forward-thinking investment strategy. Please join us to learn more! With market updates from Matt Warren of Wells Fargo and Phil Schrode of Mainstay. SOCIALLY RESPONSIBLE INVESTING Does it fit into YOUR financial picture? The GFSP Group at Morgan Stanley Steven Goldman, Senior Vice President, Financial Advisor Lynn Fryckberg, First Vice President, Financial Advisor Douglas Pires, CFP®, Vice President, Financial Advisor George Smith, Consulting Group Analyst Michael Rutledge, Financial Advisor COCKTAIL RECEPTION (Heavy hors d’oeuvres will be served) May 15, 2014 | 6:00 p.m. University & Whist Club 805 North Broom Street Wilmington, DE 19806 Please RSVP BY May 7, 2014 Jessica DeBear, Relationship Manager 856.231.4821 [email protected] If you know of someone who might benefit from meeting The GFSP Group, please invite them to join you for this timely discussion! Hosted by: Morgan Stanley 330 Fellowship Road, Ste 400 Mt. Laurel, NJ 08054 Sponsored by: ClearBridge Wells Fargo Mainstay Separately Managed Accounts 02/14 The guest speakers are neither employees nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speakers are solely his/her own and do not necessarily reflect those of Morgan Stanley. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation. Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.
