We are deeply and personally invested in your company’s success and keenly understand the challenges of today’s business and investment environment.
The competitive landscape is changing at an unprecedented pace. Whether you’re seeking a retirement plan, stock plan services, cash management solutions, or a corporate financial education program, we work with you to develop a comprehensive solution aimed at pursuing optimal returns, reducing overall costs and pension risk, and satisfying customers, shareholders, and employees. We are committed to building innovative strategies from the ground up and fine-tuning them over time, while enabling you to respond more effectively to today’s economic and fiscal challenges. We can help your executives and investment committee understand the financial trade-offs of your strategic decisions and create and implement a program customized to your corporation’s unique needs.
Public and Private Corporations
$65.2 Billion1
Assets Under Advisement
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1 As of June 30, 2024. Source: Morgan Stanley Institutional Consulting
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.
CRC#3958844 (11/2024)