The Grandview Capital Group at Morgan Stanley

The Grandview Capital Group at Morgan Stanley Rooted in the Midwest, with a global view… a Grandview. Our mission is your financial success.

We are a team of 7 financial advisors and 3 service professionals dedicated to providing our clients with top notch solutions and service with the support of a world class firm in Morgan Stanley. The Grandview Capital Group at Morgan Stanley is a seasoned team of financial professionals committed to helping you grow, preserve, and strategically manage your wealth. The team has over $2.5 billion of assets under management as of January 23, 2026. We formed the team to deliver the kind of skilled focus and personalized care that you would expect from a boutique firm, but with the depth and breadth of resources of Morgan Stanley, a leading global financial services firm. The team derived its name from Grand View Drive in Peoria, Illinois, referred to as “the World’s Most Beautiful Drive” by President Teddy Roosevelt. While based in the Midwest, the team works with clients throughout the United States. Families, business owners, entrepreneurs, corporate executives, professionals, trusts, retirement plans, pension plans, endowments, and foundations are among the clients that we service. We take pride in having worked with clients throughout decades, multiple generations, and numerous market cycles. Our client relationships are built on trust, commitment, and tailored service.

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/09/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposu...
10/08/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

brightcove.net

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentra...
10/07/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

brightcove.net

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates cou...
10/06/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way.

brightcove.net

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even f...
10/02/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.
10/01/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.
09/30/2026

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.

brightcove.net

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields ...
09/29/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance.

brightcove.net

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.
09/25/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can...
09/24/2026

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare?

brightcove.net

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211 Fulton Street, Suite 500A
Peoria, IL
61602

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