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We help nonprofit organizations use their assets to pursue their mission, serving as a proactive and collaborative partner to help our clients grow their social and financial capital.

We leverage Morgan Stanley’s size and scale to streamline investment manager and program costs without compromising performance potential. In the rapidly evolving area of impact investing, clients who wish to more closely align their portfolios to reflect their mission and values should consider the support of a consultant who will take the time to listen and drive a fundamentally different  decision-making process. We have experience in building client programs that seek to generate competitive financial return alongside positive social impacts that align with each client’s mission-related objectives.

Nonprofits

$35+ Billion1

Assets Under Advisement

Ready to invest in what matters to you?

Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*

1 As of December 31, 2022. Source: Morgan Stanley Institutional Consulting

CRC#5692090 (05/2023)