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A Premier Platform
Morgan Stanley–one of the nation’s leading firms of personal wealth—offers opportunity that is limited only by your ambition. The firm continually leverages its intellectual capital and global reach to create and deliver resources designed to help meet client needs. From simple financial strategies to the most sophisticated investments and advice, we believe Morgan Stanley’s offering will serve as your clients’ gateway to a broad range of suitable investment options.
Outstanding Investment Managers
This offering comprises investment consulting and advisory programs with separately managed accounts, unified managed accounts and discretionary and nondiscretionary programs. Morgan Stanley houses one of the largest money manager research teams in the industry—dozens of analysts who follow rigorous processes to vet and analyze our extensive selection of investment vehicles and strategies.
Wall Street’s Award Winning Research Department
Our research affiliates — consisting of knowledgeable analysts, economists and strategists — have earned stellar reputations through their timely, in-depth coverage of thousands of companies, industries, markets and global economies.
The Global Investment Committee
The Global Investment Committee is made up of seasoned professionals with deep levels of expertise spanning the global spectrum of asset classes, instruments and investment strategies. The committee provides guidance to Morgan Stanley Financial Advisors and our clients through a disciplined process of fundamental research and a comprehensive analysis of economic and market conditions.
A Dedicated Capital Markets Effort
With one of the most established capital markets platforms, Morgan Stanley Wealth Management provides access to equity markets around the world and the full range of fixed income offerings, via a trading system designed to deliver best execution. Our capital markets trading capabilities include:
1 For eligible contract participants only
2 Proprietary Morgan Stanley product
Financial Planning Resources
Morgan Stanley Wealth Management has a full range of financial planning tools to help clients achieve their most important life goals. We want to be sure that the individuals and families we serve are well prepared to meet education and other living costs today and retirement expenses tomorrow. Evaluating and managing risk and effectively planning for wealth transfer are also critical aspects of long term success.
Select clients of the firm also have access to Wealth Planning Centers. Here, professionals with highly specialized knowledge work collaboratively with Financial Advisors and the client’s tax and legal advisors to deliver sophisticated solutions related to income, investments, liabilities, risks, philanthropy, estate planning, trust structures and more.
Our Wealth Management Retirement Standard creates a tangible client experience based on 10 key elements of retirement planning, including a lifestyle review, a family records organizer and retirement income planning. Supported by many tools and resources, this is an excellent, comprehensive approach to preparing for retirement.
Morgan Stanley, its affiliates and Financial Advisors, do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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