Christopher Tisi, CFP®, CRC®, CPM®

The Tisi Hernandez Group is a Wealth Management advisory team that administers personalized investment and financial planning services to high net worth individuals. We are dedicated to offering our clients an extensive investment platform attuned to the ever-changing Financial Markets. Our objective is to provide a focused investment program designed to help achieve and optimize our clients’ goals.

Forged with over 100 years of combined investment management experience, we adhere to some of the highest business practices and dedicate our efforts to serve in the best interest of our clients. As a Morgan Stanley advisory team, we utilize a Financial Planning tool called LifeView^®. Our Certified Financial Planner members use this tool to create a realistic illustration that integrates the numerous aspects of your financial life, including your investments and cash flow needs.

Our team will work diligently to help you to identify these objectives and implement the strategy to achieve them. We employ a comprehensive approach that ensures our understanding of both the financial and personal lives of our clientele. This helps enable us to tailor investment decisions that cater to our clients’ specific goals.

Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from
6/30/21 - 6/30/22.

Disclaimers:
Environmental, Social and Governance (“ESG”) investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. ESG designations are as of the date of this material, and no assurance is provided that the underlying assets have maintained or will maintain and such designation or any stated ESG compliance. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG. Investors should also independently consider whether the ESG investment product meets their own ESG objectives or criteria.

There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.

A LifeView Financial Plan (“Financial Plan”) is based on the methodology, estimates, and assumptions, as described in the report, as well as personal data provided by the client. It should be considered a working document that can assist a client with their objectives.  Morgan Stanley makes no guarantees as to future results or that an individual’s investment objectives will be achieved. The responsibility for implementing, monitoring and adjusting the financial plan rests with the client.  After the Financial Advisor delivers the report to the client, if desired, the Financial Advisor can help the client implement any part that they choose; however, the client is not obligated to work with the Financial Advisor or Morgan Stanley.

Important information about a relationship with the Financial Advisor and Morgan Stanley Smith Barney LLC when using LifeView Advisor or LifeView Personal Wealth Advisor.  When a Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of the Financial Plan. This Investment Advisory relationship will begin with the delivery of the Financial Plan and ends thirty days later, during which time the Financial Advisor can review the Financial Plan with the client. To understand the differences between brokerage and advisory relationships, a client should consult their Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf

Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.