We go beyond traditional investment consulting to deliver a more holistic approach to managing your endowment.
Backed by the extensive resources of Morgan Stanley, we can help grow and protect your endowment. Our philosophy extends beyond investments, designed to help you manage risk and focus on meeting your goals.
Our holistic investment process seeks to generate strong risk-adjusted returns, tailored to your objectives, risk tolerance, and social impact parameters. We add value to our clients’ decision-making process by helping them understand the strategic challenges and opportunities they face as an organization and how they can position themselves for success. Above all, we have the experience and resources to integrate and implement each element of your strategy to support your ongoing mission.
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Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
CRC #5692090 (05/2023)