The Abbott Group at Morgan Stanley We Provide Solutions

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1 The Abbott Group at Morgan Stanley We Provide Solutions

2 From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive Suite 500 Roseville, CA / MAIN MORGAN STANLEY

3 Our Commitment to You We provide solutions to our clients financial needs by customizing comprehensive financial plans, which include discretionary portfolio management, broad-based financial planning and Cash Management. Once these plans are initiated, each client receives continual updates and a review process based on their individual requirements. Additionally, we provide broad economic and market updates through our monthly investor call, quarterly investment study group and periodic investment meetings at local venues. THE ABBOTT GROUP 3

4 About Our Group The Abbott Group is absolutely committed to providing the highest level of service to our clients by having group members regularly attend internal and external company update conferences. These include both economic and investment-related educational sessions as well as operational meetings. Furthermore, we encourage our group members to achieve additional designations and titles in an effort to add value for our clients. In addition to high-quality research available from Morgan Stanley, The Abbott Group also subscribes at our own cost to several outside research sources, which provide detailed information and forecasts on capital markets. For almost 30 years, The Abbott Group has developed several investment selection processes for individual securities as well as diversified offerings utilizing an Excel-based research and analysis format. These processes are discussed and analyzed at our weekly Investment Committee meetings and then utilized to develop ten (10) different investment model portfolios ranging in style from conservative to aggressive. In addition, we manage a series of all-etf portfolios geared toward tracking major indexes. This portfolio series is periodically rebalanced and its components are changed as necessary. Whether an investor is seeking an income-oriented portfolio or one that is focused on growth, our range of investment models can satisfy any requirement. We are tactical portfolio managers, employing an active and strategic approach to navigating markets, and we are continuously evaluating the various components of our models. 4 MORGAN STANLEY

5 Russell Abbott, CPM Managing Director Wealth Advisor Senior Portfolio Management Director Russ has been with Morgan Stanley since 1989, offering financial planning and investment advice to high net worth clients. Since 1991, Russ has taught investors in local college community education programs and in the Golden Gate University MBA program through two classes, entitled Personal Investments and How to Build a Financial Plan. Russ earned his B.A. in economics from the University of California, Los Angeles, in 1982, and his MBA from Pepperdine University in He has also earned certificates from the Wealth Advisor and Custom Portfolio programs. In May of 2011, Russ passed the final exam at Columbia University to earn his Certified Portfolio Manager (CPM ) title. This accreditation focuses on the quantitative aspects of portfolio management and knowledge of capital markets. In his spare time, Russ spends time hiking, skiing, and golfing with his family, but his true passion lies in studying and researching the markets. CA Insurance License # 0A34881 James Matthew Bopp Vice President Financial Advisor Senior Portfolio Manager Matt began his career as a financial advisor in 2006 and was competitively recruited to Morgan Stanley in He has a passion for economics, investments, and world events, earning his Bachelor of Arts degree in Economics from the University of California, Davis, and also serving as an Infantry Team Leader in the United States Army in multiple combat deployments. Matt s focus for the group is in four main areas: communicating the team s investment outlook, positioning, and strategies to clients and the public; understanding each client s financial position, needs and objectives, and identifying any issues or opportunities to improve client outcomes; advising on equity and fixed income selection, asset allocation modeling, and portfolio construction; continual monitoring of performance and changes in client needs. Outside of the office, Matt and his wife Chanel enjoy staying active and traveling with their four children. CA Insurance License # 0F17164 NMLS # THE ABBOTT GROUP 5

6 Kristen Dinsbach Financial Advisor Kristen is responsible for representing The Abbott Group in the community, sharing our passion for education and providing financial solutions. She has been in the financial services industry for over 10 years and has worked for organizations such as Columbia Threadneedle, the Hartford Life Insurance Company and Charles Schwab. This experience provides The Abbott Group with a comprehensive perspective on the industry as well as the knowledge to determine how best to execute our mission for client satisfaction. Kristen graduated cum laude with a Bachelor of Science degree in business administration from Saint Michael s College in Colchester, Vermont, in While attending college, Kristen was the captain of the Cross Country Running team and participated on the cross country ski team. Outside the office, Kristen has a passion for fitness and leading a healthy lifestyle. Josh Hagel-Thaler Portfolio Associate Josh has been with The Abbott Group since 2013 and has been in the financial services industry for over 10 years. Josh is instrumental in building trust and long-lasting relationships between our clients and our group. He focuses on providing solutions for our clients, operational support and assisting in financial planning and market-related activities. Josh is Series 7, Series 66 and California Insurance registered. Josh was born and raised in Minnesota, and after moving to Southern California in 2003 he decided to make Sacramento his home in In his spare time Josh enjoys hiking, home renovations, traveling and spending time with his husband and their two dogs. CA Insurance License # 0H MORGAN STANLEY

7 Kelly Hesselein Senior Client Service Associate Kelly launched her career in financial services in 1995, joining The Abbott Group in She found her niche on the operational side of the industry, working as a Client Service Associate and an Operations Manager. These roles provided her experience to excel in building long-lasting relationships with clients by handling all their service needs, providing cash management solutions and assisting her financial advisors with portfoliorelated matters. Kelly was raised in the Placerville area and now makes her home in Sacramento. While not at work, she enjoys outdoor activities like camping, rodeos and going on adventures with her young daughter and husband. Kelly holds a bachelor s degree in accounting. Chris Jensen Registered Client Service Associate Chris joined The Abbott Group in 2013 after earning his B.A. in economics from UCLA in His primary role is researching individual companies and funds considered for implementation into our discretionary models. Utilizing several research sources, Chris meets on a weekly basis with the team s investment committee to discuss the state of the market and potential opportunities. This role expanded after he received his Series 7 and Series 66 registrations. Chris was born and raised in California. In his spare time he enjoys spending time with friends and family, traveling, staying active and expanding his knowledge. THE ABBOTT GROUP 7

8 Leader in the Industry The Abbott Group has earned several distinctions within the industry and within Morgan Stanley. Our clients regularly send us thankful letters and provide positive feedback regarding our dedication to service and the investment education we provide. We fully understand that our clients have choices when it comes to who they select for their financial and investment solutions. Our overriding goal is to continually prove that we should be their choice for these solutions. This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The individuals mentioned as members of the portfolio management team are Morgan Stanley financial advisors participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client s financial advisor invests the client s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the document Morgan Stanley ADV Part 2, available at or from your Financial Advisor. Morgan Stanley Smith Barney LLC is a registered broker-dealer, member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services Morgan Stanley Smith Barney LLC. Member SIPC. CRC /18 CS /18

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