The Grandview Capital Group at Morgan Stanley

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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.

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Rea...
10/22/2026

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Read more in the 1% move report.

morganstanley.com

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering ...
10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may b...
10/20/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI...
10/16/2026

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI capex buildout. Read more in the 1% Move report.

morganstanley.com

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of ne...
10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to...
10/13/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

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

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211 Fulton Street, Suite 500A
Peoria, IL
61602

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