Educational Institutions

We understand the challenges that many educational institutions face in balancing return objectives with spending and liquidity needs.

For more than 50 years, our firm has been serving the specialized needs of a broad range of educational institutions, including public and private universities, K-12 organizations, college preparatory schools and research institutes. Our exposure to a diverse range of clients informs our guidance, enabling us to develop innovative strategies to address your institution's distinct challenges and build a long-term relationship based on trust. We leverage Morgan Stanley’s unique perspective as a leader in the capital markets and draw upon our deep understanding of the investment needs of educational institutions to deliver comprehensive advice to our education clients.

Our local presence, backed by the deep resources of a global financial powerhouse, allows us to bring a personalized approach, with the ability to extend beyond investment consulting, to provide implementation and ongoing management.