Our mission is to provide you with tailored solutions to maximize returns, while reducing risk and overall costs.
As a defined benefit plan sponsor, you face strict ERISA rules, changing actuarial assumptions, as well as important decisions on managing the assets and liabilities of your plan. We partner with you to create customized growth and liability-hedging portfolios that are designed to enhance upside potential, while protecting against interest rate risk. We believe in challenging conventional solutions, using an open architecture platform centered on your specific circumstances. When serving as an ERISA fiduciary, we act in your best interest and are committed to providing you with customized strategies aligned with your organization’s unique investment objectives.
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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)