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.

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the questi...
09/02/2026

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical.

brightcove.net

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear ...
08/25/2026

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear stressed by rising yields, so a key question is, why now?

brightcove.net

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behin...
08/18/2026

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue?

brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
08/14/2026

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

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.
08/10/2026

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.

brightcove.net

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.
08/06/2026

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.

brightcove.net

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressi...
08/05/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

morganstanley.com

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical fac...
08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

morganstanley.com

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a ...
08/04/2026

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development.

brightcove.net

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season,...
08/03/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

morganstanley.com

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211 Fulton Street, Suite 500A
Peoria, IL
61602

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