Marc Danais

I am dedicated to building longstanding relationships with you and those closest to you. By working with a select group of individuals and families, I am able to dedicate the time, energy and personalized service each client deserves. I am committed to guiding you through financial challenges you face by maintaining this close relationship and providing the strategies necessary to helping keep you on course to achieve your specific goals.

With over 30 years of industry experience, I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

As our relationship grows over time, I hope you will come to regard us as a valued resource that helps you make informed decisions on any financial issue. I have been guiding clients since 1983 and my goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them.

Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.

The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. This new tool allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.

A holistic Goals Planning System (GPS) approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track. As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.

Keeping important documents and financial records organized and readily available is one the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.

Our process begins by evaluating your financial position. Your assets and liabilities, current and future income sources, and cash flow needs will be quantified during our discovery meeting. Your risk tolerance, liquidity needs and time horizon will be identified. Finally, we will assess how your resources and current course of action align with your goals.

Considering the results of our discovery meeting, I will propose a specific plan of action designed to help you meet your goals. My advice will encompass retirement planning, education funding, tax minimization and other strategies specific to you individual needs. Using asset allocation and sector diversification strategies, your portfolio will be developed considering your risk tolerance and objectives. Asset Allocation and diversification do not assure a profit or protect against loss in declining financial markets.

Once we agree on a strategy, it will be quickly put to work. Whether we use outside money managers, mutual funds, exchange traded funds or individual stocks and bonds, the portfolio will be tailored for your specific situation. Whatever approach we choose, and normally it will encompass several different investment styles, we will monitor your position to help keep the strategy on track.

With online access to your accounts, monthly statements and annual reviews, we will make every effort to keep you abreast of where you stand. In addition, we can review your portfolio at your request. When circumstances change, we will work together to modify your strategy to reflect your new needs and goals.

I have assembled the following research reports, articles, and podcasts about many of the concepts that support our wealth management philosophy and investment strategies. We’ve provided easy links to these materials and hope you will return often to learn more about topics impacting your wealth.

This is a monthly publication that summarizes the Global Investment Committee’s market outlook. This content has thought provoking pieces that take a look at the forces shaping the investment landscape. Check out the latest edition of the GIC on the Markets below.

From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.