Developments - April 2018 - 43

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THE CITRUS GROUP AT MORGAN STANLEY
The Citrus Group at Morgan Stanley serves individuals and
institutions in financial planning, portfolio construction, and
risk management. As it relates to timeshare, The Citrus Group
aligns with the industry in two ways: first, as financial planners
for individual executives in the industry and their families; and
second, as portfolio managers for HOA reserve funds.
For individuals and their families, we help them achieve their
own unique goals by managing assets, seeking to protect their
wealth, and building their financial legacies. We do this through
a comprehensive wealth management and financial planning
process that covers all aspects of a person's financial life. From
executive benefits, to insurance analysis, to estate planning
strategies, and everything in between, we take time to
understand each family's most important issues and collaborate
on solutions. Our work with individuals is most received by
those who need professional financial advice, want a team
to guide them towards achieving their goals, and appreciate the value of a disciplined approach to financial planning and
investing. In addition to our comprehensive approach to the process, our team works to ensure that each client receives
regular and meaningful communication about their progress towards their goals and the performance of their assets. As
it relates to asset performance, our team manages a series of portfolios for our clients with a focus on asset preservation
through the use of risk management tools.
No less comprehensive, our experience with a variety of institutions, and our unique risk management tools, gives us
the ability to help with timeshare resorts and their HOA reserve funds. After learning of the specialized needs for HOA
reserve funds, our team developed a unique strategy based on the HOA's reserve studies and need for preservation of
capital. This strategy is designed to both manage the risk of the HOA's investment funds and align with the association's
investment policy statement. In this low interest rate environment, our strategies are best suited for larger HOAs that
want a disciplined approach to their investment allocation using a more creative and comprehensive method compared
to traditional laddered CDs, while still having an opportunity to keep pace with inflation.
Being a member of ARDA enhances our understanding of the industry to which we cater, provides unique access to the
influencers of the industry, and expands our opportunity to connect with those individuals. As a member of the Suppliers
Committee, we value serving and connecting with others in timeshare, not only to promote awareness of our brand and
our services to those with whom we wish to do business, but also to grow as professionals and collaborate with other
suppliers to this industry. The platform that ARDA provides to network in such a way is of great value to the professional
and business development of so many industry suppliers such as The Citrus Group at Morgan Stanley.
The Citrus Group at Morgan Stanley is Financial Advisors Bob Brett, Dan Murphy, Herb Mean, Mark Gibson, Steve Clapp and Anne Marie
Williams with Morgan Stanley in Orlando. The information contained in this article is not a solicitation to purchase or sell investments. Any
information presented is general in nature and not intended to provide individually tailored investment advice. The strategies
and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will
depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney, LLC, member SIPC.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the
Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the
client's Financial Advisor invests the client's assets on a discretionary basis in a range of securities. The Portfolio Management program is
described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

PROFESSIONAL TIMESHARE PARTNERS COMMUNITY
Abat Builders
American Hotel Register
Architectural Concepts, Inc.
Aquatic Development Group
Baker & Hostetler LLP
Bay Tree Solutions
Biscayne Hospitality
BluSky Restoration
Clive Daniel Home
Creative Resource Associates
CSA Travel Protection
Defender Resorts, LLC
Diamond Resorts International
Elements Hospitality

FiberBuilt Umbrellas & Cushions
Gasdick Stanton Early, P.A.
GBG & Associates, Inc.
Goodmanagement
Grand Pacific Resort Management
HD Supply Hospitality Group
Hospitality Resources & Design
Jani-King International, Inc.
Kenyon International, Inc.
Landcorp Services
Lodging Kit Company
MasterCorp
Morgan Stanley
Publix

Rimco Marketing Products, Inc.
Resort Supply, Inc.
Resort Trades
ResortCom
Sena Hospitality
Sherwin Williams
Sun Hospitality Resort Services
Vacation Resorts International
Velocity Services Group
Whirlpool Corporation
Whitewater West Industries Ltd.
WithumSmith+Brown
Wyndham Vacation Ownership, Inc

For more information about our open committee contact membership@arda.org.

0418_ARDA.indd 43

3/13/18 9:41 AM


http://www.morganstanley.com/ADV

Table of Contents for the Digital Edition of Developments - April 2018

UP FRONT
FIRST WORD
AROUND THE INDUSTRY
TRENDS
FACES FROM THE FRONTLINES
TECHNOLOGY
PARTNER SHOWCASE
RESORT OPS
WHERE GREEN DESIGN IS GOING
WHO’S THE BOSS?
FROM THE EXPERTS
FOCUS ON: REPUTATION MANAGEMENT
MEMBER MATTERS
MEMBERSHIP UPDATES
LAST WORD
Developments - April 2018 - AD
Developments - April 2018 - Cover1
Developments - April 2018 - Cover2
Developments - April 2018 - 1
Developments - April 2018 - 2
Developments - April 2018 - 3
Developments - April 2018 - 4
Developments - April 2018 - 5
Developments - April 2018 - UP FRONT
Developments - April 2018 - 7
Developments - April 2018 - FIRST WORD
Developments - April 2018 - 9
Developments - April 2018 - AROUND THE INDUSTRY
Developments - April 2018 - 11
Developments - April 2018 - 12
Developments - April 2018 - 13
Developments - April 2018 - 14
Developments - April 2018 - 15
Developments - April 2018 - 16
Developments - April 2018 - 17
Developments - April 2018 - TRENDS
Developments - April 2018 - 19
Developments - April 2018 - FACES FROM THE FRONTLINES
Developments - April 2018 - 21
Developments - April 2018 - TECHNOLOGY
Developments - April 2018 - 23
Developments - April 2018 - PARTNER SHOWCASE
Developments - April 2018 - 25
Developments - April 2018 - RESORT OPS
Developments - April 2018 - 27
Developments - April 2018 - 28
Developments - April 2018 - 29
Developments - April 2018 - WHERE GREEN DESIGN IS GOING
Developments - April 2018 - 31
Developments - April 2018 - 32
Developments - April 2018 - 33
Developments - April 2018 - WHO’S THE BOSS?
Developments - April 2018 - 35
Developments - April 2018 - FROM THE EXPERTS
Developments - April 2018 - 37
Developments - April 2018 - 38
Developments - April 2018 - 39
Developments - April 2018 - FOCUS ON: REPUTATION MANAGEMENT
Developments - April 2018 - 41
Developments - April 2018 - MEMBER MATTERS
Developments - April 2018 - 43
Developments - April 2018 - MEMBERSHIP UPDATES
Developments - April 2018 - 45
Developments - April 2018 - 46
Developments - April 2018 - 47
Developments - April 2018 - 48
Developments - April 2018 - 49
Developments - April 2018 - 50
Developments - April 2018 - 51
Developments - April 2018 - LAST WORD
Developments - April 2018 - 53
Developments - April 2018 - 54
Developments - April 2018 - 55
Developments - April 2018 - 56
Developments - April 2018 - Cover3
Developments - April 2018 - Cover4
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