Endowment Management

We go beyond traditional investment consulting to deliver a more holistic approach to managing your endowment.

As an institutional investment consulting business of Morgan Stanley, we have the ability to surround you with extensive resources that check all the critical boxes for helping grow and protect your endowment. We subscribe to a philosophy that reaches beyond the investments and is designed to help our endowment clients ultimately redefine success, manage risk and focus on the real result – their ability to meet their goals. Regardless of client type or size, we employ the same holistic institutional investment process which seeks to generate strong risk-adjusted returns, tailored to each client’s objectives, risk tolerance and social impact parameters. We add value to our clients’ investment program and decision-making process by becoming deeply engaged and helping them understand the strategic challenges and opportunities they face as an organization and how we believe they can position themselves for success in the future. We are a major hub for banking, philanthropy and capital markets expertise and offer sophisticated tools and world-class research capabilities. Above all, we have the experience and resources on hand to integrate and implement each element of your strategy to support your ongoing mission.

Ready to invest in what matters to you?

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

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 2152874 (06/18)