Morgan Stanley. The Jack Group Wealth Management

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1 Morgan Stanley The Jack Group Wealth Management

2 The Jack Group Wealth Management Team (In order from left to right: Sarah Baig; Rick Jack; Rupa Jack; Ariel Narasimhan; Peta Sklarz) Rupa Jack, CIMA ; CWS ; CPA ; Senior Vice President; Senior Institutional Consultant; Family Wealth Director Peta Sklarz, Senior Registered Associate Rick Jack, Associate Vice President; Consulting Group Analyst Ariel Narasimhan, Registered Marketing Associate Sarah Baig, Client Service Associate Morgan Stanley Wealth Management 1001 SW Fifth Avenue, Suite 2200 Portland, Oregon Main: Toll Free: Direct: Fax:

3 We specialize in working with families that are going through transition. Our role is to help guide them through the decision-making framework so that they are able to manage the complexities in their life. Our clients have clarity and peace of mind because the process we take them through takes into account all aspects of their life. We create, implement, and monitor a holistic and workable plan to help them achieve their goals. Understanding and addressing the challenging dynamics in our clients lives is the first step in helping them accomplish the things that are the most important to them. Our belief is that we must educate clients about the merits and risks of their entire plan. We believe all risk needs to be managed and held in proportion to the client s personal goals and tolerance level. Our services in wealth planning include financial, retirement, estate and tax, legacy, trust and insurance, and business succession planning. We provide investment management and brokerage services, access to banking and lending services, and work closely with our clients attorneys and accountants so that clients receive comprehensive advice.

4 Financial Planning Philosophy We use a disciplined four-step process that is continually monitored, which provides wealth planning and management strategies that help our clients meet their needs and goals over their lifetime and over future generations. We create a financial life plan which becomes a guide to formulate and measure our strategies. We take time to help our clients articulate their values, goals, family dynamics, concerns, current financial situation, income and liquidity needs, risk tolerance, time horizon, feelings towards taxes, leaving a legacy, and how involved they want to be in managing their plan. We then analyze this information to help find the gaps and create a transition plan to help them meet the things that are the most important to them. This plan addresses the management of their assets, liabilities, and all other aspects of their life. We coordinate with our clients teams of professionals to help formulate wealth enhancement, protection, preservation, and legacy planning strategies.

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7 The Four-Step Process 1. Discovery We listen and assess our client s current situation regarding retirement, education, business, career, and life transitions, and where they want to be in future. 2. Analysis & Diagnosis We evaluate the client s current financial condition, determine gaps to achieving their goals, and create strategies and tactics to fill these gaps. Our strategies focus on preserving what they have built, growing it over time, and efficiently transferring it to the next generation. 3. Planning We help our clients formulate a financial life plan which is used as a roadmap against which all our strategies are developed, measured, and continually monitored. 4. Advisory & Consulting Client relationship, service, communication, and education are central to working with our clients and their families.

8 An investor without investment objectives is like a traveler without a destination Ralph Seger

9 Risk Management Philosophy Our risk management philosophy allows us to preserve and build wealth in volatile, rapidly changing, and sometimes chaotic market environments. We believe all risk needs to be managed and held in proportion to the client s personal goals and tolerance level. We determine the areas we want to emphasize, remain neutral, or avoid altogether in our asset allocation and diversification decision process. The portfolio is established when the desired risk-return goals and metrics are aligned and the desired asset allocation targets are reached. We thoroughly analyze each investment vehicle and then blend and model it with the rest of the portfolio to ensure optimal returns at specific risk levels are met. We make sure the portfolio does not have hidden risk in unintended investment duplication. Our open architecture allows us to use non-proprietary and proprietary investments. We analyze and stress test our portfolios by using state-of-the-art industry analytic software. This allows us to be independent, transparent and free of conflict of interests in our recommendations and actions.

10 Management Fees What allows an advisory team to charge a fee comes down to their expertise, reputation, resources, certifications and education. We negotiate our fees with clients based on the value, resources, and expertise we provide. Our fees are competitive. We draw from a strong industry experience base since 1987, have earned multiple advanced certifications, and have demonstrated excellence amongst our peers nationally and locally (recognized by Barron s, National Association of Board Certified Advisory Practices, Portland Monthly Magazine, Portland Business Journal, and BrainstormNW Magazine). What this means to our clients is that we have received and will continue to receive highly specialized education and training to guide their families.

11 Meet Our Team Rupa Jack is a Senior Vice President, Senior Institutional Consultant, Family Wealth Director, and Wealth Advisor, and has been with Morgan Stanley since Her focus is to help families during transition with their decision-making process. Rupa helps clients articulate and manage the complexities in their lives, and creates tailored strategies to help them accomplish the things that are the most important to them. Rupa has the following certifications: Certified Investment Management Analyst (CIMA ), Wharton School at University of Pennsylvania; Certified Wealth Strategist (CWS ), Cannon Financial Institute; and Estate Planning Consultant, The American College in Pennsylvania. She still maintains her accreditation as a Certified Public Accountant (CPA ) from the Oregon State Board of Accountancy. Rupa earned her Bachelor of Science in Business Administration, concentrating in Accounting, Economics, and Finance from Oregon State University in 1980, and in 1982, she completed her Master s Degree in Taxation from Portland State University. Rupa has received and will continue to receive highly specialized training to help guide wealthy families. In her free time, Rupa serves on the Foundation Board of Self Enhancement Inc., Portland State University s Board of Trustees, and the Maurice Lucas Foundation. She is a member of IMCA, APIC and OSCPA. Outside of work, she enjoys spending time with her family, walking her two dogs, skiing, and traveling. Accolades: National Association of Board Certified Advisory Practices (NABCAP) Risk Management Star (2012 & 2013) and NABCAP Premier Advisor (2012 & 2013); Five Star Wealth Manager, Portland Monthly Magazine (2012 & 2013); Top 1000 Advisors, Barron s (2009); Winner s Circle: Portland Top Wealth Advisors, Portland Business Journal (2008); and Top Financial Advisors, BrainstormNW Magazine (2007).

12 Peta Sklarz is a Senior Registered Associate and has been in the financial services industry for 18 years. In 2009, Peta was the Complex Service Manager and was responsible for supervising all service functions and non-sales staff for the Lake Oswego, OR and Vancouver, WA offices. She was responsible for assuring that all procedures were compliant with the regulatory guidelines that apply to firms like Morgan Stanley. In her current role for The Jack Group, she is the team s administration and operations officer. Peta oversees all operations and administration for the team, and is the first point of contact for client service. She works closely with the team to ensure that the client experience is second to none. Peta has the following FINRA registrations: Series 7: General Securities Representative; Series 9: General Securities Sales Supervisor-Options; Series 10: General Securities Sales Supervisor-General; Series 63: Uniform Securities Agent State Law; and Series 65: Uniform Investment Advisor Law. Prior to joining the firm, Peta worked in San Francisco for Charles Schwab & Co. as an Institutional Trader and Private Broker to high net worth clients. She earned her Bachelor of Arts degree in Business Economics from University of California, Santa Barbara. Peta volunteers at Write Around Portland, a non-profit organization that helps underprivileged individuals better themselves through writing. She likes to workout, dance, and spend time with her husband and daughter. Rick Jack is an Associate Vice President, Consulting Group Analyst, and has been with the firm since His primary responsibilities are investment research, portfolio modeling, and financial planning. Rick provides due diligence of all investment vehicles used by The Jack Group. His focus is to blend and model the investments in order to find optimal returns at specific risk levels. He is also responsible for assisting in the financial planning process to help clients with their lifetime goals, needs, risk profile, and desired legacy. Rick has the following FINRA registrations: Series 7: General Securities Representative; Series 31: Futures Managed Funds; and Series 66: Uniformed Combined State Law. Prior to joining the team, Rick was a National Wholesale Representative and Business Consultant responsible for Five Star Dealers with the Chrysler, Dodge, and Jeep franchises. He was with Chrysler for fourteen years. He earned his Master s in Business Administration from Portland State University in 1984, and his Bachelor of Science in Marketing and Behavioral Science from Oregon State University in Rick is a member of Morgan Stanley National Consulting Group Analysts. Outside of work, he likes to ski, run, and play tennis.

13 Ariel Narasimhan is a Registered Marketing Associate whose focus is to critically evaluate and implement various strategies to develop business opportunities with clients and prospective clients. She also plans client events and seminars, assists clients with market and investment research, and is involved in the portfolio management and financial planning process. Ariel has the following FINRA registrations: Series 7: General Securities Representative; and Series 66: Uniformed Combined State Law. I was drawn to The Jack Group because our values are aligned. I am passionate about making a positive change and this is seen through my desire to help our clients reach their life goals. Discipline, hard work, and maintaining a strong moral compass are three core values Rupa has instilled in our team. The Jack Group aims to maintain a legacy business in order to provide our clients with the confidence that their family will be taken care of for generations to come. Ariel earned her Master s in Business Administration from Pepperdine University, concentration in Finance in While at Pepperdine she led the Finance Club s Private Wealth Management division, chaired the Academic Ethics Committee, and served as Vice President of Pepperdine s Net Impact Chapter. Prior to her MBA, Ariel received her Paralegal Certificate from the University of Washington. She worked at both a boutique family law firm and full-service firm in Seattle, Washington, where she gained experience in estate planning and business law. She earned her undergraduate degree from Seattle University in Business Economics, minor in International Business in In her free time, Ariel enjoys hiking, skiing, travel, and photography. Sarah Baig is a Client Service Associate and has been with Morgan Stanley Wealth Management since Sarah s focus is to provide necessary operational and administrative services for clients. She is our team s concierge and is responsible for preparing client reports for meetings. Sarah earned her Bachelors of Science in Business Economics from Portland State University in At Portland State University she was part of the Multicultural Club and had the opportunity to organize and facilitate cultural events for the Indian and Pakistani Students Association. Prior to joining the firm, Sarah worked as a Retail Sales Associate and was responsible for building relationships with customers and providing them with exceptional customer service. This experience has enabled her to better understand the needs of clients and the importance of responding to them on a timely basis. In her spare time, she creates and organizes diversity awareness activities for elementary school students and encourages them to utilize their creativity by designing arts and crafts. She also enjoys travel, cooking, swimming, and dancing.

14 Morgan Stanley strives to offer clients the finest in financial thinking, products and execution to help them meet their individual needs and achieve their personal financial goals. When we work together, you will benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy. Our wealth management strategy will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for building and protecting your wealth.

15 Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors. NABCAP Risk Management Star and Premier Advisor, June 2012 and 2013, were selected among all investment-management firms and identified as top performers by the National Association of Board Certified Advisory Practices. NABCAP is a third party, non-profit organization created to recognize excellence and to shape the public s perception of the industry. NABCAP uses a multi-step verification process that utilizes independent resources to objectively account for the accuracy and consistency of advisory practices within twenty categories including, but not limited to, mass affluent or high net worth practice, credentials/designations, planning philosophy, risk philosophy, minimum investable assets to become a new client, customer service model, fee and cost structure, and the team dynamics. Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers and representing no more than 7% of the wealth managers in the metropolitan area. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients assets. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Source: Portland Business Journal, May 2, The list of top wealth managers in the Wirehouses and Independent Women sector were prepared by Winner s Circle LLC. The Winner s Circle analyzed quantitative and qualitative criteria among other factors. For example, an adviser s ability to attract and retain clients and their assets is seen as a good proxy for an adviser s success in meeting clients performance expectations. The Winner s Circle list features wealth managers who strive to create well-diversified portfolios though the use of asset allocation. Client performance was not considered. Source: Barron's Top 1000 Financial Advisors, February 9, 2009, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 3,000 nominations. Advisors in the Top 1000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: BrainstormNW s Capital Ideas: Finance + Investing, Building Personal Wealth. As identified by BrainstormNW magazine March 2007, every year, the BrainstromNW Top Financial Advisors are nominated and recognized by their peers as the best in their field. BNW rewards Oregon s finest Financial Advisors and Analysts with the opportunity to discuss their personal approach to the business of investing.

16 Morgan Stanley strives to offer clients the finest in financial thinking, products and execution to help them meet their individual needs and achieve their personal financial goals. When we work together, you will benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy. Our wealth management strategy will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for building and protecting your wealth. The Views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Smith Barney or its affiliates. All opinions are subject to change without notice. Neither the information provided no any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or visit us at The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley. Morgan Stanley Smith Barney LLC ( Morgan Stanley ), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients 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. Morgan Stanley Smith Barney LLC. Member SIPC /

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