We combine the personalized service of a boutique with the investment acumen, global resources and regulatory rigor of Morgan Stanley to provide institutional consulting and fiduciary solutions to meet a wide range of investment needs across the full spectrum of asset owners and asset pools.
We seek to deliver holistic, independent and transparent advice to the organizations we serve. Our institutional consulting and advisory practices put your interests first, helping you navigate the complex fiduciary landscape and empowering you to strategically position your organization and employees for financial success.
We will work with you to identify the appropriate type of consulting engagement— non discretionary, a full-discretion Outsourced Chief Investment Office (OCIO) model or something in between. This critical decision depends on many factors specific to your organization.
We serve companies, foundations, endowments, Taft-Hartley plans, healthcare organizations, insurers, professional services, educational and faith-based institutions, and government entities.
Collaborating To Help Achieve Your Organization’s Goals
Through collaboration and consultation, we deliver specialized services and solutions, as well as the depth of Morgan Stanley’s investment banking and capital markets knowledge, that align with your organization’s investment objectives.
Reporting and Communication
We’ll keep your investment committee well-apprised of performance and work with them to provide up-to-date information, as often as you wish.
Organizational Assessment
Our relationship begins with a conversation. Your institutional consultant will gain a thorough understanding of your organization’s mission and history, investment objectives, asset and liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.
Investment Policy Review
We work with you to align our advice and guidance with your organization’s mission. Once your goals are clearly understood and defined, we evaluate your investment policy statement to help ensure appropriate benchmarks and procedures are aligned with your objectives.
Asset Allocation Study¹
We build your investment strategy and leverage the work of our highly experienced Morgan Stanley Wealth Management Global Investment Committee to assist with the creation of a custom asset allocation tailored to your risk considerations and investment constraints.
Ongoing Review and Monitoring
Our sophisticated measurement and risk-analysis reporting tools and enhanced customized reports are designed to present a clear picture of your investment results. We regularly monitor and review changing market conditions, investment performance and your evolving organizational goals.
Reporting and Communication
We’ll keep your investment committee well-apprised of performance and work with them to provide up-to-date information, as often as you wish.
Organizational Assessment
Our relationship begins with a conversation. Your institutional consultant will gain a thorough understanding of your organization’s mission and history, investment objectives, asset and liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.
Investment Policy Review
We work with you to align our advice and guidance with your organization’s mission. Once your goals are clearly understood and defined, we evaluate your investment policy statement to help ensure appropriate benchmarks and procedures are aligned with your objectives.
Asset Allocation Study¹
We build your investment strategy and leverage the work of our highly experienced Morgan Stanley Wealth Management Global Investment Committee to assist with the creation of a custom asset allocation tailored to your risk considerations and investment constraints.
Ongoing Review and Monitoring
Our sophisticated measurement and risk-analysis reporting tools and enhanced customized reports are designed to present a clear picture of your investment results. We regularly monitor and review changing market conditions, investment performance and your evolving organizational goals.
Reporting and Communication
We’ll keep your investment committee well-apprised of performance and work with them to provide up-to-date information, as often as you wish.
Explore Our Insights
We’re always working to discover untapped opportunities and make them a reality for our clients. Explore the latest research and ideas from our analysts, strategists and economists.
1 Asset allocation does not guarantee a profit or protect against loss.
When Morgan Stanley Smith Barney LLC, its affiliates, and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice,” Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Tax laws are complex and subject to change. Morgan Stanley and its affiliates, employees and agents do not provide tax or legal advice. Employers (and other service recipients) should consult their own tax and legal advisors before establishing a nonqualified deferred compensation plan, and regarding any potential legal, tax, and other consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan. Eligible employees (and other eligible service providers) should consult their own tax and legal advisors before deciding to participate in, or making any elections with respect to, a nonqualified deferred compensation plan.
Morgan Stanley Wealth Management’s Outsourced Chief Investment Officer (OCIO) program provides a discretionary investment management solution for accounts generally in excess of $50 million in assets. The program’s robust investment process includes investment policy statement development and review, customized asset allocation, investment product selection, risk management, disciplined rebalancing, and ongoing portfolio monitoring. To learn more about the OCIO program, read the applicable Morgan Stanley Smith Barney LLC ADV brochure and/or brochure supplement, available at www.morganstanley.com/ADV(opens in a new tab). In the OCIO program, accounts are subject to an annual asset-based fee, which is payable quarterly in advance (some account types may be billed differently). In general, the Fee covers all fees or charges of Morgan Stanley (including investment advisory services, brokerage commissions, compensation to Morgan Stanley Financial Advisors and Morgan Stanley custodial charges) except certain costs or charges associated with the account such as any applicable Sub-Manager fees or certain securities transactions, including dealer mark-ups or mark-downs, auction fees, certain odd-lot differentials, exchange fees, transfer taxes, electronic fund and wire transfer fees, and charges imposed by custodians other than Morgan Stanley.
Morgan Stanley Institutional Investment Advisors LLC (MSIIA) is an investment advisor registered with SEC. The purpose of this website is for distribution of general information about our services and not a solicitation to deliver personalized Investment advice. Not all services are available in all jurisdictions.
Morgan Stanley is registered as an investment adviser under the Investment Advisers Act of 1940, as amended, which means Morgan Stanley is a fiduciary when providing investment advisory services.
The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy.
Morgan Stanley offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program.
Morgan Stanley's investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. The advisory program you choose is described in the applicable Morgan Stanley Smith Barney LLC ADV Brochure, available at www.morganstanley.com/ADV.
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Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. All rights reserved.
