The Lubin Group - Morgan Stanley Smith Barney Team - Rolling Hills Estates, CA
Morgan Stanley Smith Barney
The Lubin Group
at Morgan Stanley Smith Barney
609 Deep Valley Drive
Suite 400
Rolling Hills Estates, CA 90274
tel: (310) 544-3650
toll-free: (800) 225-2079
fax: (310) 544-3644
Welcome


The Lubin Group brings a skill set to helping clients manage their money.  Our focus is on limiting risk through recommending a combination of pre-determined exit strategies as well as utilizing asset classes that do not correlate to traditional investments.

Our team provides a complete range of investment advice to clients that include affluent individuals, corporations, foundations and endowments, pension funds and corporate retirement plans.  The goal of our team is to deliver the customized guidance and support you need to meet your long-term goals and objectives—and to weather volatile times, today and in the future.

Please feel free to contact us to gain an understanding of how we bring value to our clientele.




Bulletin Board
  • See Market Insights for the latest edition of the Global Investment Committee Newsletter: On the Markets.

  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

This 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.
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