The blueprint for success has never changed: remain disciplined, remain consistent. In an industry where information is anything but scarce, investors need a reliable team to anticipate conditions, parse through the noise and provide tailored, long-term solutions to help them stay the course. The Compass Rose Group is a local team backed by Morgan Stanley’s world-class resources, managing in excess of $1.1 billion in client assets as of January 2022. With over 130 years of combined industry experience, our team is positioned to help clients achieve success across four practice areas: • Long-Term Financial Planning • In-House Discretionary Portfolio Management • Tax-Efficient Investment Strategies • Alternative Investments & Accessing the Private Markets