Portfolio Construction

Leverage our team’s manager selection and investment-related insights to help you informally fund your Nonqualified Deferred Compensation (NQDC) plan.

Access to Morgan Stanley Research

Leverage exclusive insight from Morgan Stanley’s Global Investment Manager Analysis (GIMA) team to help craft and evaluate your investments. Equipped with our expertise in fund manager selection and monitoring, we can develop a plan strategy optimized to help you informally fund your NQDC plan.

Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

Making Portfolios Personal

Helping you to informally fund your plan in order to help your participants reach their goals.

Investment Assessment
Together, we’ll review your plan objectives, analyze performance metrics and explore informal funding options that align with your NQDC plan goals.
Investment Selection
After a thorough evaluation, we’ll help customize a strategy to informally fund your plan that’s backed by our deep investing acumen and leading Morgan Stanley manager research.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.