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STRATEGIC PARTNERSHIP WITH THE SIGMA GROUP AT MORGAN STANLEY

December 16, 2014


As part of our commitment to value added benefits for our physician network, Health First Network, Inc. is pleased to announce a strategic partnership for financial services with The Sigma Group at Morgan Stanley. They will provide the following complimentary services for our physicians:

• Asset Allocation Study - This is an institutional quality analysis that evaluates the correlations and risk characteristics of your investment portfolio.
• Financial Planning - Using a personalized wealth management process, they can help you gain a better understanding of how to align and achieve your financial goals.
• Estate Plan Review – Drawing on their years of experience with trust departments, they will review your estate plan, and discuss the use of various trusts and estate planning techniques. They can help you better understand generational planning, asset protection and ownership structures.
• Periodic Market and Economic Updates – The Sigma Group will provide you with access to timely market observations and thoughts from Morgan Stanley’s Global Investment Committee.

As part of Morgan Stanley’s financial platform, The Sigma Group at Morgan Stanley will make the following products and services available at highly competitive pricing:

• Mortgage and Lines of Credit – Morgan Stanley is one of the largest banks in America and has the lending capacity and flexibility to meet your borrowing needs.
• Custom managed portfolio solutions – a disciplined portfolio management process using the resources of Morgan Stanley’s Consulting Group, the leader in the managed account industry.

The Sigma Group at Morgan Stanley is a team of wealth management professionals structured to meet the needs of families and institutional clients. The team partners are Stephen Harrod, Financial Advisor, Senior Institutional Consultant and Family Wealth Director, Don W. Bryant, Financial Advisor, CFA®, CAIA®, Portfolio Manager, Stephen Timberlake, Financial Advisor, Financial Planning Specialist, Michele Fielder, Financial Advisor, and two support staff members.

They can be reached at 850-470-8023, or by email, at thesigmagroup@morganstanley.com, or their web site at www.morganstanleyfa.com/thesigmagroup, and their office is located at Morgan Stanley, 850 S. Palafox St., Suite 200, Pensacola, FL 32502.

Morgan Stanley Website


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