The Whitney Group - Morgan Stanley Smith Barney Team

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We are Family Wealth Directors, designated financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other firm. As Family Wealth Directors, we bring the scope and influence of two of the most powerful names in the industry to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.

This combination of personal attention and financial possibilities creates opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and more rewarding.

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Lori Whitney, CFP was recently recognized as one on the Top 25 Institutional Wealth Managers in the Silicon Valley and a Bay Area Top 25 Women Wealth Advisor for 2008. These awards are based on financial writer and independent researcher RJ Shook’s Winner’s Circle methodology and criteria. For the complete methodology, see In The Press.
The Whitney Group, comprised of Senior Vice President, Lori Whitney, CFP and Vice President, David Whitney, CAP was recognized in Research Magazine as one of its Top-Ranked Advisor Teams in America. The article appeared in the September 2008 issue. For the complete methodology and criteria, see In The Press.
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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