Andrew Earle
My Mission Statement
My Story and Services
Prior to joining Morgan Stanley, I was an underwriting analyst based in Memphis with Greystone Servicing Corporation. In that role, I worked on commercial real estate loans and assisted multifamily investors with evaluating potential properties and underwriting the loan prior to them being submitted to Fannie Mae and Freddie Mac. I enjoyed my time at Greystone because I was able to travel across the country and build relationships with investors.
I grew up in Atlanta and attended Holy Innocents’ Episcopal School prior to going to Rhodes College in Memphis, TN where I played football and graduated with a degree in Political Science. My wife, Alex and I met in college and are members of Peachtree Road United Methodist Church and enjoy spending time traveling as well as playing golf and tennis. When we aren’t doing one of those things you can find us outside with our Boykin Spaniel, Miller. In my free time I am an avid outdoorsman and sports enthusiast. I love traveling to new places and discovering what nature has to offer. As a Type One Diabetic, I also spend my time volunteering with JDRF, the Juvenile Diabetes Research Foundations, and am a part of the Young Leadership Committee.
NMLS#: 2456264
At Broadland Wealth Management, we curate a collection of market commentary, as well as provide team-written thought pieces called Broadland Perspectives. I hope you find these resources helpful and insightful.
In our most recently published thought piece, we discuss inflation, the Fed rate hikes, and what you should be aware of (and keep your eye on) moving forward.
"You make most of your money in a bear market, you just don't know it at the time." -Shelby Cullom Davis
Read our original thought piece, Broadland Perspectives: Mind Over Matter, to better understand our reasoning in agreeing with Shelby Cullom Davis when he said the above. Now is the time to capitalize!
Check out the Global Investment Committee's monthly publication, On the Markets. In this report. Morgan Stanley thought leaders share their thoughts on what is currently shaping the markets, some opportunities and insights to remain aware of, and much more.
Read this article from Howard Marks about how risk management is imperative to creating a sound portfolio, and how the risk of not taking risk can be detrimental.
We are tuned in and aware of events during good, calm and uncertain periods. While nothing is perfect, we continue to use our process to determine risk from opportunities and opportunities from risk.
OUR FOUR PILLARS OF INVESTING
This strategy adheres to our Four Pillars, our philosophy in achieving needed client outcomes. At Broadland, we have learned over many years that our Four Pillar Process has often provided us a path and guidance over normal and extreme environments in the Capital Markets. While one type of analysis doesn't always work in various conditions, understanding that every pillar provides us a map to separate signal versus noise is the focus.
Metrics to help us value securities.
Factors we consider: revenue, debt, earnings quality, return on equity, and free-cash flow.
Helps us evaluate a business's overall strategy and management quality.
Our research process gives us insight on companies and helps us determine if they are a good fit for our portfolios.
Helps us determine when to buy and sell securities.
Factors we consider: relative strength, supply demand indicators, and measures of overbought/oversold conditions.
Helps us make investment decisions and evaluate their longevity.
Factors we consider: sector strength, age of the business cycle, geographic and demographic trends, exchange-rate trends, and regulatory changes.
WHAT CAN WE DO FOR YOU TODAY?
At Broadland Wealth Management, our collective expertise spans tax-efficient management, investments, family governance, cash management, and philanthropy. We excel in guiding families through the intricacies of governance and structures, facilitating impactful philanthropic endeavors, implementing cash management strategies, optimizing tax planning, and identifying potential investment opportunities tailored to individual goals. With our comprehensive skillset, we empower families to achieve financial success, make a positive societal difference and secure a prosperous future for generations to come.
- Income Recognition
- Proactive Gain/Loss Tax Management
- Retirement Intelligent Withdrawal Strategies
- Cash Equivalent Strategies
- Securities Based Lending Strategies
- Dividend Minded Portfolios
- Discretionary Active Management
- Financial Planning Investment Alignment
- Alternative Investments
- Family Foundation
- Donor Advise Fund (DAF)
- Charitable Trust Strategies
- Purpose Driven Giving
- Trust & Estate Planning
- Family Legacy Strategies
- Multi-Generational Planning
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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Awards Disclosures
