Lyle Murakami

Lyle is a Senior Vice President with Morgan Stanley. He has been with the firm for 17 years and in the financial services industry for 33 years. He is a Certified Financial Planner, a Portfolio Management Director and an International Client Advisor. His focus is on ultra high net worth, international private and corporate client business. He advises on strategies pertaining to wealth management including money management, trust and estate planning, retirement planning and insurance services. He has worked directly with portfolio managers on investment companies helping coordinate risk management strategies, portfolio equity and fixed income strategies and corporate financial management programs. He works on all forms of lending and credit facilities for the team's business clientele. He is a graduate of UCLA with a degree in economics and is an avid supporter of youth educational and sports programs.
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FP

What are your hopes and dreams?



Our approach to wealth planning focuses on what is most meaningful to you.




Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.


Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible.  Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.





DISCOVER


Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.


CREATE


I work with you to develop a roadmap to help you achieve and protect the outcomes you envision.


ACT


Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs.


ADJUST


Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.

    PM

    4 Step Process











    ESTABLISH FINANCIAL OBJECTIVES




    Work with you to establish a realistic set of objectives based on:



    Your financial goals

    Time horizon

    Liquidity needs

    Tolerance to volatility and risk







    DEFINE INVESTMENT
    STRATEGY




    Develop an investment strategy designed to help produce optimal portfolio performance

    Seek to generate the highest return potential consistent with the strategy’s level of risk





    EVALUATE AND SELECT
    INVESTMENTS




    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy





    ONGOING REVIEW
    PROCESS




    Monitor your portfolio to track its performance relative to your stated objectives

    Modify the portfolio on a discretionary basis as your needs and circumstances change over time

      Location

      444 South Flower St, 34th
      Fl
      Los Angeles, CA 90071
      US
      Direct:
      (213) 486-8905(213) 486-8905
      Toll-Free:
      (800) 832-7648(800) 832-7648

      Meet Murakami Group

      About Me

      Lyle is a Senior Vice President with Morgan Stanley. He has been with the firm for 17 years and in the financial services industry for 33 years. He is a Certified Financial Planner, a Portfolio Management Director and an International Client Advisor. His focus is on ultra high net worth, international private and corporate client business.

      He advises on strategies pertaining to wealth management including money management, trust and estate planning, retirement planning and insurance services. He has worked directly with portfolio managers on investment companies helping coordinate risk management strategies, portfolio equity and fixed income strategies and corporate financial management programs. He works on all forms of lending and credit facilities for the team's business clientele.

      He is a graduate of UCLA with a degree in economics and is an avid supporter of youth educational and sports programs.
      Securities Agent: CA, WI, WA, VA, UT, TX, SC, OR, NY, NV, NM, NJ, MI, MA, KY, HI, FL, CO, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1288373

      About Me

      Kay is an Assistant Vice President with Morgan Stanley. She has been with the firm for 13 years and in the financial services industry for 36 years. She is a Chartered Retirement Plans Specialist. She served as a Director on the Board for the Healthcare and Elder Law Programs (H.E.L.P.) organization, a past Officer on the Peninsula Symphony Association and a past Officer on the Torrance Memorial Healthcare Foundation Las Amigas Group. She attended Purdue University, University of Hawaii and California State and graduated with an accounting and business administration degrees.
      Investment and Market Perspectives

      On the Markets

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Ready to start a conversation? Contact Murakami Group today.
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