Investment Philosophy and Process

The cornerstone of our investment philosophy is preservation of capital while seeking to achieve returns that are commensurate with each client’s level of risk tolerance. Our philosophy is centered on an understanding of the long-term goals of our clients. This requires a focus based on investing over years – not weeks or months. We do not seek to take a high degree of risk in order to obtain the highest possible returns. We will consistently strive to observe a high level of professional and ethical standards.
In order for our clients to reach their financial goals, we believe we need to:
  • Understand each client's unique situation and particular goals;
  • Select an asset allocation model to match each client's risk parameters;
  • Allocate investments among quality managers, various asset classes and specific management styles; and
  • Review and re-balance the portfolio on a consistent basis
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

5211 Cascade Rd SE
Grand Rapids, MI 49546
US
Direct:
(616) 974-8913(616) 974-8913
Toll-Free:
(888) 769-9142(888) 769-9142
Fax:
(616) 974-8950(616) 974-8950

Meet The Cascade Group

Photo of Jack Sytsma

Jack Sytsma

Senior Vice President, Wealth Management, Wealth Advisor, Estate Planning Consultant

Phone:
(616) 974-8909(616) 974-8909

About Me

Greg entered the investment services industry in 1986. He focuses on investment and portfolio management, private and alternative investment strategies and financial planning. He holds a Bachelor’s degree in Business Administration with an emphasis in Finance from Grand Valley State University. He obtained the designation of CFP® in 1998. He also enjoys advising a number of local non-profit religious and educational institution boards.
Securities Agent: TX, OH, MI, WI, WA, TN, NY, NV, NM, NJ, NC, MD, IN, IL, IA, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265030

About Me

Jack’s experience and background in law gives him the ability to assist our clients with proper planning. Jack earned his Bachelor of Arts degree in Political Science from Calvin College in 1980. In 1984, he earned his Juris Doctorate from the Thomas M. Cooley Law School. Prior to joining Morgan Stanley, Jack practiced law and worked for an estate planning foundation based in Chicago. Jack’s concentrations are in investments, estate planning strategies and planned giving. He is a member of the State Bar of Michigan and the West Michigan Estate Planning Council. He has earned the designation of Estate Planning Consultant from The American College.
Securities Agent: TX, OH, MI, WI, WA, TN, OR, NV, NM, NJ, MD, IN, IL, IA, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255466

About Me

As a Financial Advisor since 1997, Dave offers a blend of professional investment advice and personal service. He assists the team’s clients in developing clear investment objectives and goals and works with them to establish an investment portfolio consistent with those goals. Dave focuses on portfolio management and retirement planning. Dave earned his Bachelor’s degree from Calvin College. He serves on a number of non-profit boards and is involved in various church activities.
Securities Agent: OH, MI, WI, WA, TX, TN, NV, NM, NJ, MD, IN, IL, IA, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1252972

About Me

As a Financial Advisor since 2006, Rob’s is well-positioned to help families have meaningful conversations about money, set priorities, protect their family enterprise, practice impactful philanthropy and work with client’s attorneys to put estate plans in place. As a Family Wealth Advisor he is also skilled in connecting with the next generation to engage them about how family finances affect them. Rob holds a Bachelor’s degree in Business Administration with an emphasis in Finance from Davenport University. Rob enjoys running, biking, playing hockey and volunteering in the local community.
Securities Agent: TX, OH, MI, WV, WI, WA, VA, TN, PA, OR, NY, NV, NM, NJ, NC, MT, MN, MD, MA, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1261809

About Me

Drew joined the team in the summer of 2018. He graduated from Calvin College with a degree in Business Finance and Spanish, and has his Series 7 and Series 66 licenses. Drew assists clients using our financial planning software as well as various operational tasks. In his free time, Drew enjoys running, golfing, hiking and volunteering at his church and in the community.
Securities Agent: MI, WV, WI, WA, VA, TX, TN, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MN, MD, MA, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1819604

About Me

Beth received her Series 7 license in 1993 and has over twenty years of industry experience. She has a well-rounded knowledge of our business having worked in many facets of our industry during her career. She has a Master’s Degree in International Business from DePaul University. Her strengths are in customer service and providing a full range of support services for our clients.

About Me

Jessica’s role within the team is to provide client service and operational support, investment research, and client portfolio services. Jessica has worked with the team since 2008, has her Series 7 license and holds a Bachelor’s degree in Accounting from Calvin College. In her free time, Jessica enjoys gardening and floral arranging, and is involved in a variety of church activities.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Cascade Group today.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018