
Joseph V. Portera
Here at Morgan stanley, we believe that unemotional discipline, risk management and patience is key to long-term investment success. We identify macro investment themes, opportunities and risks with top-down analysis. We then use bottom-up research to determine appropriate security and investment product selection. While the digital age provides convenience and news in real-time, volatility has become the new norm. Therefore, we hedge our investment strategies to balance our long-term outlook with near-term or unexpected risks and volatility. We match our investors' needs and risk tolerance to create the most appropriate portfolio.