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The Berkheimer Group
at Morgan Stanley Smith Barney
Financial Advisors
30 West Patrick Street
7th Floor
Frederick, MD 21701
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
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The Berkheimer Group at Morgan Stanley Smith Barney is dedicated to helping you make the financial decisions that make the most sense for you. The cornerstone of our commitment to you is distinctive, caring and personalized attention. We seek to build a meaningful, long-lasting relationship with you and your family. Only after we’ve taken the time to discover what is really important to you can we effectively select the wealth management strategies that are aligned with your financial goals and life values. We will work to become your trusted Financial Advisors, helping you realize your life’s ambitions through sound financial advice and an uncompromising commitment to integrity and service.
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  • Financial Planning
  • 529 Plans
  • Professional Portfolio Management
  • Wealth Management
  • Corporate Retirement Plans
  • 401k Rollovers
Bulletin Board
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Current Outlook (pdf)

Nine Signposts for 2009 (pdf)
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