Please click on the relevant links below to view and print documents related to your Morgan Stanley Consulting Group Investment Advisory Account. This includes the Form ADV brochure and privacy notice (the "Privacy Notice") for Morgan Stanley as well as for the Manager(s)/Sub-Manager(s) (the "Managers" who may be managing your account(s)). Please review the Brochures and Privacy Notices carefully as they provide important information about Morgan Stanley and each Manager. These include the Manager Profiles of the specific Managers who may be managing your account(s). Please review the Manager Profiles carefully as they provide important summary information (including past performance) about each Manager. Past performance is no guarantee of future results.
Form ADV Brochures and Privacy Notices
Manager Profiles – Select UMA
Please note documents are provided as PDFs, which require Adobe® Reader® to view. To download a copy of the latest version, visit Adobe's website.
A
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AB
Affinity
Alger Management
Allianz Global Investors
AMI Asset Management
Anchor Capital Advisors LLC
Apex Capital Management, Inc.
Appleton Partners, Inc.
Ariel Capital Management
Ashfield Capital Partners, LLC
Asset Preservation Advisors
Atalanta/Sosnoff Capital
Atlanta Capital Management, Co.
B
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Bahl & Gaynor, Inc.
Blackrock
- Equity Dividend SMA
- Blackrock Global Dividend SMA
- Large Cap Core
- Large Cap Value
- Managed Account Core Bond
- PPM Fundamental Core Taxable Fixed Income
- PPM Global Fixed Income
- PPM Intermediate Municipal
- PPM Intermediate Taxable Fixed Income
- PPM Long Term Municipal Fixed Income
- PPM Short Term Municipal Fixed Income
- PPM Short Term Taxable Fixed Income
- Short Duration
C
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Cadinha & Co.
Calamos
Cambiar Investors LLC
Capital Group
Center Coast Capital Advisors
Chartwell Investment Partners
Cincinnati Asset Management
- Broad Market Fixed Income
- Domestic High Yield Fixed Income
- Investment Grade Fixed Income
- Short Duration Fixed Income
- ClearBridge All Cap Growth Equity
- ClearBridge All Cap Value Equity
- ClearBridge All Cap Value ESG
- ClearBridge Appreciation Equity
- ClearBridge Appreciation ESG
- ClearBridge Dividend Strategy Portfolios
- ClearBridge International Growth ADR
- ClearBridge International Growth ADR ESG
- ClearBridge International Value ADR
- ClearBridge Large Cap Growth
- ClearBridge Large Cap Growth ESG
- ClearBridge Large Cap Value
- ClearBridge Mid Cap Core
- ClearBridge Multi-Cap Growth Equity
- ClearBridge Multi Growth ESG
- ClearBridge Small Cap Growth
D
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Davis Advisors
Delaware Investment
D.F. Dent
E
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Eagle Asset
Eagle Global Advisors, LLC
Earnest Partners
Eaton Vance
- Intermediate Term Municipal Bond
- Laddered Corporate Strategy - Intermediate
- Laddered Corporate Strategy - Short
- Large Cap Value
- Long Term Municipal Bond
- Short Municipal Bond
- Tax Advantaged Bond Strategies Limited Maturity
- Tax Advantaged Bond Strategies Long Maturity
- Tax Advantaged Bond Strategies Intermediate
- Laddered Muni - Intermediate
- Laddered Muni - Short
- Laddered Muni - Long
F
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Falcon Point Capital, LLC
Fayez Sarofim
Federated Clover Investment Advisors
Federated Investment
Forward Management, LLC
Franklin Portfolio Advisors
Fuller & Thaler Asset Management, Inc.
G
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Geneva Capital Management
Global Investment Solutions (Affiliated Manager of Morgan Stanley)
Golden Capital Management, LLC
Goldman Sachs Asset Mgmt.
Great Lakes
GW&K Investment Management
H
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Hahn Capital Management
Hancock Horizon
Harding Loevner Management
Hays Advisory
Herndon Capital Management, LLC
HGK Asset Management
I
-
Invesco Advisers
J
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Janus Capital Group
Jennison Associates
John Hancock Asset Management
JP Morgan Flemming Asset Management
K
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Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
Kovitz Investment Group, LLC
L
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Lateef Investment Management
Lazard Asset Management LLC
- Developing Markets Equity Select ADR
- Emerging Markets Core Equity ADR
- Emerging Markets Select ADR Equity
- Global Balanced Value
- Global Equity Select ADR
- International Equity Select ADR
- Int'l Equity Select w/ Emerging Markets ADR
- Large Cap Value
- Legg Mason All Cap Growth Balanced 60/40 Taxable
- Legg Mason All Cap Value Balanced
- Legg Mason All Cap Value Balanced 70/30 Tax Favored
- Legg Mason Appreciation Balanced 60/40 Tax Favored
- Legg Mason Appreciation Balanced Taxable
- Legg Mason Balanced Income
- Legg Mason Balanced Income with Muni
- Legg Mason Dividend Strategy Balanced 60/40 Tax Favored
- Legg Mason Dividend Strategy Balanced 60/40 Taxable
- Legg Mason Large Cap Growth Balanced
- Legg Mason Large Cap Growth Balanced ESG
- Legg Mason Large Cap Growth Balanced Tax Favored
- Legg Mason Large Cap Value Balanced 60/40 Taxable
- Legg Mason Large Cap Value Balanced 70/30 Taxable ESG
M
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MacKay Shields
Madison Investment Advisors
- Intermediate Corporate Only
- Intermediate Fixed Income
- Intermediate Government Only
- Large Cap Core
- Limited Duration Government Only
- Mid Cap Core
- Government/Credit Bond Portfolio
- Intermediate Municipal
- Medium Duration Municipal Bond
- All Government Taxable
- Core Aggregate
- 1-3 Year Government Bond
N
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Navellier & Associates, Inc.
Neuberger Berman
Newton Capital Management
NFJ Investment Group
Northern Trust
Nuance Investments, LLC
Nuveen
NWQ Investment Management
O
-
Oak Ridge Investments
O'Shaughnessy Management
P
-
Pacific Income Advisors
Parametric Portfolio Associates
- Enhanced Income
- Enhanced Income Tax Advantage
- Enhanced Income Core Tax Advantage
- Enhanced Income Core Taxable
- Tax Managed Core - R3000
- Tax Managed Core - S&P 500
- Tax Managed Core - Social 400
- Tax Managed MSCI EAFE ADR
Q
- None available at this time
R
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RBC Global Asset Management
Reinhart Partners
Renaissance
Riverbridge
Riverfront Investment Group
Robeco Boston Partners
Roosevelt Investment Group
Rothschild Asset Management
S
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Sage Advisory Services
Santa Barbara Asset Management
Schafer Cullen
Segall, Bryant and Hamill
Seix Investment Advisors
Smith Asset Management
Snow Capital
Sovereign Asset Management
Sterling Capital Management
Stonebridge Advisors
Sustainable Growth Advisers, LP
Swank Capital, LLC
Systematic Financial Management
T
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TCW
- Balanced Managed Account
- Concentrated Core (Large Cap Growth)
- Relative Value Large Cap
- Sector Diversified Mid Cap Growth
- Core Builder Municipal Income
- Fundamental All Cap Growth Equity
- Fundamental Large Cap Select Growth
- Fundamental Mid Cap Growth
- Fundamental Small/Mid Cap Growth
- Wells Fargo Cook & Bieler Large Cap Value
- Western Asset Mgmt Active Bond Aggregate
- Western Asset Mgmt Active Bond Gov/Corp
- Western Asset Mgmt Active Bond Intermediate
- Western Asset Mgmt Core Fixed Income
- Western Asset Mgmt Core Fixed Income Plus
- Western Asset Mgmt Current Market Municipal Portfolio
- Western Asset Mgmt GSM 3
- Western Asset Mgmt GSM 5
- Western Asset Mgmt GSM 7
- Western Asset Mgmt GSM Gov/Corp
- Western Asset Mgmt Short Term Municipal Fixed Income
- None available at this time
- None available at this time
U
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Uniplan Investment Counsel
V
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Vaughan Nelson
Victory Capital Management
Voya Investment Management
W
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Wall Street Associates, LLC
Wedgewood Partners, Inc.
Wells Fargo
X
Y
Z
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Zacks Investment Management
Ziegler Capital Management