Please note: The historical net performance returns reflect the Advisory Fee Schedule as of October 1, 2018.
Please click on the relevant links below to view and print documents related to your Morgan Stanley Consulting Group Investment Advisory Account. This includes the Form ADV brochure and privacy notice (the "Privacy Notice") for Morgan Stanley as well as for the Manager(s)/Sub-Manager(s) (the "Managers" who may be managing your account(s)). Please review the Brochures and Privacy Notices carefully as they provide important information about Morgan Stanley and each Manager. These include the Manager Profiles of the specific Managers who may be managing your account(s). Please review the Manager Profiles carefully as they provide important summary information (including past performance) about each Manager. Past performance is no guarantee of future results.
To access the Consulting Group Capital Markets Funds Documents which includes prospectuses, performance profiles, annual reports and disclosures, please click here.
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A
-
AllianceBernstein
- Tax Aware Limited Duration High
- Tax Aware Limited Duration Low
- Tax Aware Limited Duration Medium
- Concentrated International Growth ADR
- Concentrated U.S. Growth
- Municipal High Quality
- Strategic Research
- Strategic Research Balanced (MA)
- Sustainable Global Thematic ADR
- Sustainable International Thematic ADR
- Tax Aware Fixed Income (High, Medium, and Low Tax Brackets)
- Tax Aware Fixed Income (Low Tax Brackets)
- Tax Aware Fixed Income (Medium Tax Brackets)
- Growth
- Core Builder Core Plus
- Core Builder Municipal Income
- Emerging Markets Equity Advantage
- Large Core
- Large Select Growth
- Mid Growth
- Mid Value
- Municipal Bond Ladder 1-7 Year
- Municipal Bond Ladder 1-10 Year
- Municipal Bond Ladder 1-20 Year
- Small/Mid Cap Core
- Small/Mid Cap Growth
- Value
- Aperio-BlackRock Active Tax Foreign Developed ex Canada
- Aperio-BlackRock Active Tax Global Ex-U.S.
- Aperio-BlackRock Active Tax Global Indexing
- Aperio-BlackRock Active Tax Total U.S. Market
- Aperio-BlackRock Active Tax U.S. Large Cap
- Aperio-BlackRock Active Tax U.S. Large Cap Dividend Yield Tilt
- Full Custom Total U.S. Market SRI
B
-
Bahl & Gaynor, Inc.
Barksdale Investment Management
Beutel, Goodman & Company Ltd
Blackrock
- Capital Appreciation
- Enhanced Intermediate Muni
- International Dividend ADR
- Laddered Municipal Fixed Income 1-5 Years
- Laddered Municipal Fixed Income 1-10 Years
- Laddered Municipal Fixed Income 5-15 Years
- Laddered Municipal Fixed Income 10-20 Years
- Municipal Opportunity Fixed Income
- Enhanced Long Term Municipal Fixed Income
- Enhanced Short Term Municipal Fixed Income
- Equity Dividend
- Flexible Intermediate Taxable Fixed Income
- Global Dividend
- Intermediate Corporate Fixed Income
- Large Cap Core
- Large Cap Value
- Managed Account Core Bond
- Managed Account Short Duration
- PPM Fundamental Core Taxable Fixed Income
- PPM Intermediate Municipal
- PPM Intermediate Taxable Fixed Income
- PPM Long Term Municipal Fixed Income
- PPM Short Term Municipal Fixed Income
- PPM Short Term Taxable Fixed Income
- BNYM Newton Dynamic Value
- BNYM Newton Global Equity
- BNYM Newton Global Equity Income ADR
- BNYM Newton Global Natural Resources
- BNYM Newton International Equity
- BNYM Newton Large Cap Growth
- BNYM Newton Small Mid Cap Growth
- BNYM Walter Scott International Stock ADR
C
-
Calamos Advisors
Calvert Investment Management
- International Equity
- International Responsible Index Concentrated
- Small Cap
- U.S. Large Cap Core Responsible Index Concentrated
- U.S. Large Cap Diversity Concentrated Index
- U.S. Large Cap Growth Responsible Index Concentrated
- U.S. Large Cap Value Responsible Index Concentrated
- U.S. Mid Cap Responsible Index Concentrated
- Global Equity ADR
- Global Growth ADR
- International Equity ADR
- International Growth ADR
- Intermediate Municipal
- Long Municipal
- Short Municipal
- U.S. Conservative Growth & Income
- U.S. Equity
- U.S. Flexible Growth
- U.S. Flexible Growth and Income
- U.S. Growth
- U.S. Income & Growth
- World Dividend Growers
- Broad Market Fixed Income
- Domestic High Yield Fixed Income
- Investment Grade Fixed Income
- Short Duration Fixed Income
- All Cap Growth Equity
- All Cap Value Equity
- All Cap Value ESG
- All Cap Value ESG Catholic Values
- Appreciation Equity
- Appreciation ESG
- Dividend Strategy
- Dividend Strategy ESG
- International Growth ADR
- International Growth ADR ESG
- International Value ADR
- Large Cap Growth
- Large Cap Growth ESG
- Large Cap Growth ESG Catholic Values
- Large Cap Value
- Large Cap Value ESG
- Large Cap Value ESG Catholic Values
- Mid Cap Core
- Multi-Cap Growth Equity
- Multi Growth ESG
- Small Cap Growth
- Small Cap
- Contrarian Core
- Dividend Income
- Dividend Opportunity
- Select Large Cap Growth
- Seligman Technology and Information
- Small Cap Growth
- Select Large Cap Value
D
-
Davis Advisors
Dana Investment Advisors
Dearborn Partners LLC
Macquarie
D.F. Dent
Dolan McEniry Capital Management, LLC
Dorsey Wright & Associates, LLC
DWS Investment Management Americas, Inc.
E
-
Eagle Asset Management LLC
Earnest Partners
Eaton Vance
- Large Cap Value
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Long
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Short
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Long
- Parametric Portfolio Associates TABS Enhanced Managed Municipal Short
- Small Cap
F
-
Fayez Sarofim
Federated Hermes, Inc.
- All Cap Value
- Core Aggregate
- Core Plus Fixed Income
- International Strategic Value Dividend ADR
- International Strategic Value Dividend ADR with MAP
- Strategic Value Dividend
- All Cap Growth Balanced with GSM5 Taxable 60/40
- All Cap Growth Balanced 70/30 Taxable
- All Cap Value Balanced 60/40 Taxable
- Appreciation Balanced with GSM5 Taxable 60/40
- Appreciation Balanced with Municipal Tax Favored 60/40
- Appreciation Balanced 70/30 Taxable
- Appreciation Balance w/ Municipal 70/30
- Balanced Income
- Balanced Income w/ Municipal
- Dividend Strategy Balanced with GSM5 Taxable 60/40
- Dividend Strategy Balanced with Municipal Tax Favored 60/40
- Dividend Strategy Balanced Taxable 70/30
- Dividend Strategy Balanced 70/30 Tax Favored
- Dyna Tech
- Growth Balanced 60/40 Tax Favored
- Income
- Intermediate Fixed Income
- Intermediate Municipal Fixed Income
- Large Cap Growth ESG Balanced with GSM5 70/30
- Large Cap Growth ESG Balanced with GSM5 Taxable 60/40
- Large Cap Growth Balanced 60/40 Taxable
- Municipal Bond Ladder 1-3 Year Tax Managed
- Municipal Bond Ladder 1-15 Year Tax Managed
- Municipal Bond Ladder 5-20 Year Tax Managed
- Small Cap Growth
- Templeton International Equity
- Behavioral Mid-Cap Value
- Behavioral Small-Cap Equity
- Behavioral Small Cap Growth
- Behavioral Small-Mid Core Equity
- Small Cap Value
- Dynamic Municipal Income
- Mid Cap Value
- Strategic Growth
- Tax Advantaged Core – MSCI EAFE ADR
- Tax Advantaged Core- S&P 500
- Tax Advantaged Core Strategy – Enhanced Dividend S&P 500
- Tax Advantaged Core – Russell 3000
- Comstock-Large Cap Value
- Diversified Dividend Strategy
- Growth and Income
- Intermediate Municipal Income
- International Growth Equity ADR
- Invesco BulletShares Corporate 0-3 Years
- Invesco BulletShares Corporate 0-5 Years
- Invesco BulletShares Corporate 0-7 Years
- Invesco BulletShares Corporate 0-10 Years
- Invesco BulletShares Municipal 0-3 Years
- Invesco BulletShares Municipal 0-5 Years
- Invesco BulletShares Municipal 0-7 Years
- Invesco BulletShares Municipal 0-10 Years
- Corporate Bond 100% IG
- Corporate Bond 75% IG
- Corporate Bond 50% IG
- Intermediate Corporate Bond 100% IG
- Intermediate Corporate Bond 75% IG
- Intermediate Corporate Bond 50% IG
- Investment Grade Floating Rate Bond
- Investment Grade Taxable Enhanced Cash
- Limited Term Municipal Income
- Mid Cap Growth
- Real Estate Securities
- Tax-Free Enhanced Cash
- U.S. Treasury Ladders 1-12 Month
- U.S. Treasury Ladders 1-24 Month
- U.S. Treasury Ladders 1-5 Year
- Focused Large Cap Growth Equity
- Global Opportunities
- International Opportunities ADR
- Natural Resources Strategy
- Large Cap Growth
- Mid Cap Growth
- Equity Income
- Growth Advantage
- Intermediate Municipal Bond
- International Equity ADR
- Large Cap Growth Managed Account
- Mid Cap Growth
- Mid Cap Value
- Municipal STEPS 1-5 Year
- Municipal STEPS 1-10 Year
- Municipal STEPS 1-17 Year
- Municipal STEPS Yield Curve Enhanced
- Small Cap Equity
- U.S. Equity
- U.S. Value
- Value Advantage
- Emerging Markets Core Equity ADR
- Emerging Markets Select ADR Equity
- Emerging Markets Core ex-China ADR
- Developing Markets Equity Select ADR
- Global Balanced
- Global Equity Select ADR
- International Equity Select ADR
- International Equity Select w/ Emerging Markets ADR
- U.S. Equity Concentrated
- U.S. Equity Select Value
- 1-3 Year Government Bond
- All Government
- Core Fixed Income
- Core Plus
- Government/Credit Bond Portfolio
- Intermediate Municipal
- Large Cap Growth
- Medium Duration Municipal Bond
- Small/Mid Cap Equity
- 1-5 Year Municipal Ladder
- 1-15 Year Municipal Ladder
- 5-10 Year Municipal Ladder
- 1-10 Year Municipal Ladder
- 1-20 Year Municipal Ladder
- 5-15 Year Municipal Ladder
- Convertibles Managed Accounts
- Enhanced Intermediate Municipal
- High-Quality Barbel Municipal
- High Quality intermediate Municipal
- Large Cap Value
- Limited Duration
- Multi Cap Value
- Value Balanced - Taxable
G
-
Geneva Capital Management
Globalt Investments
Goldman Sachs Asset Mgmt.
H
-
Hahn Capital Management
Harding Loevner Management
Harris Associates
Hartford Funds
Hudson Edge Investment Partners
I
-
Impax Asset Management, LLC
IndexIQ Advisors
Invesco Advisers
J
-
Janus Henderson Investors
Jennison Associates
K
-
Karpus Investment Management
Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
Kovitz Investment Group, LLC
L
-
Lazard Asset Management LLC
M
-
MacKay Shields
- Active Intermediate Duration
- Intermediate Corporate Only
- Intermediate Fixed Income
- Intermediate Government Only
- Large Cap Equity
- Mid Cap Equity
- Core Plus Fixed Income
- Core Plus Fixed Income (ETFs)
- Dividend Equity
- Global Core Equity (ETFs)
- Global Dividend
- Global Equity
- Impact Solutions Global Equity
- Impact Solutions U.S. Equity
- Intermediate Municipal
- International Core Equity (ETFs)
- Laddered Municipal Intermediate
- Multi Asset Dynamic 40% Equity
- Multi Asset Dynamic 60% Equity
- Multi Asset Dynamic 80% Equity
- Multi Asset Dynamic Allocation 40% (UCIT)
- Multi Asset Dynamic Allocation 60% (UCIT)
- Multi Asset Dynamic Allocation 80% (UCIT)
- Multi-Manager Alternatives
- Municipal Plus FI (ETFs)
- NRC Eligible Preferred
- Short Duration Enhanced Fixed Income
- Strategic 10 Dividend
- Real Asset Equity Income
- U.S. All Cap Growth
- U.S. Core Equity (ETFs)
- U.S. Long Run Value
- U.S. Mid Cap Equity
- U.S. Model
- U.S. Sector Allocation (ETFs)
- American Funds Conservative Growth & Income (MAPS)
- American Funds ETF Conservative Growth & Income Model with Vanguard (MAPS)
- American Funds ETF Conservative Income & Growth Model with Vanguard (MAPS)
- American Funds ETF Conservative Income Model with Vanguard (MAPS)
- American Funds ETF Moderate Growth & Income Model with Vanguard (MAPS)
- American Funds ETF Moderate Growth Model with Vanguard (MAPS)
- American Funds Global Growth (MAPS)
- American Funds Growth (MAPS)
- American Funds Growth & Income (MAPS)
- American Funds Moderate Growth (MAPS)
- American Funds Moderate Growth & Income (MAPS)
- American Funds Retirement Distribution Income: Conservative (MAPS)
- American Funds Retirement Distribution Income: Enhanced (MAPS)
- American Funds Retirement Distribution Income: Moderate (MAPS)
- American Funds Tax-Aware Conservative Growth & Income (MAPS)
- American Funds VG Conservative Income Tax Aware (MAPS)
- American Funds VG Conservative Income & Growth Tax Aware (MAPS)
- American Funds VG Conservative Growth & Income Tax Aware (MAPS)
- American Funds VG Moderate Growth & Income Tax Aware (MAPS)
- American Funds VG Moderate Growth Tax Aware (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Conservative (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Growth (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Moderate (MAPS)
- BlackRock Target Allocation 0/100 UCITs (MAPS)
- BlackRock Target Allocation 100/0 UCITs (MAPS)
- BlackRock Target Allocation 20/80 UCITs (MAPS)
- BlackRock Target Allocation 40/60 UCITs (MAPS)
- BlackRock Target Allocation 60/40 UCITs (MAPS)
- BlackRock Target Allocation 80/20 UCITs (MAPS)
- BlackRock Target Allocation Portfolios 0/100 (MAPS)
- BlackRock Target Allocation Portfolios 100/0 (MAPS)
- BlackRock Target Allocation Portfolios 20/80 (MAPS)
- BlackRock Target Allocation Portfolios 40/60 (MAPS)
- BlackRock Target Allocation Portfolios 50/50 (MAPS)
- BlackRock Target Allocation Portfolios 60/40 (MAPS)
- BlackRock Target Allocation Portfolios 70/30 (MAPS)
- BlackRock Target Allocation Portfolios 80/20 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 0/100 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 20/80 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 40/60 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 50/50 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 60/40 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 70/30 (MAPS)
- BlackRock Target Allocation Portfolios Tax-Aware 80/20 (MAPS)
- Calvert Research and Management Responsible ESG Aggressive (MAPS)
- Calvert Research and Management Responsible ESG Conservative (MAPS)
- Calvert Research and Management Responsible ESG Growth (MAPS)
- Calvert Research and Management Responsible ESG Moderate (MAPS)
- Columbia Active Risk Allocation Moderate Aggressive Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Conservative Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Portfolio (MAPS)
- First Trust Advisors Diversified Low Duration Fixed Income (MAPS)
- First Trust Advisors Limited Duration Municipal (MAPS)
- First Trust Advisors High Income (MAPS)
- First Trust Advisors High Income Municipal (MAPS)
- First Trust Advisors RBA U.S. Equity ETF Model (MAPS)
- Franklin Templeton Dynamic Core Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Moderate Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderate Model (MAPS)
- Franklin Templeton Dynamic Income Conservative(MAPS)
- Franklin Templeton Dynamic Income Tax-Advantaged (MAPS)
- Franklin Templeton Dynamic Income Moderate (MAPS)
- Franklin Templeton/QS Investors Alternatives Completion (MAPS)
- Goldman Sachs 20/80 ETF Model Portfolio (MAPS)
- Goldman Sachs 30/70 ETF Model Portfolio (MAPS)
- Goldman Sachs 40/60 ETF Model Portfolio (MAPS)
- Goldman Sachs 50/50 ETF Model Portfolio (MAPS)
- Goldman Sachs 60/40 ETF Model Portfolio (MAPS)
- Goldman Sachs 70/30 ETF Model Portfolio (MAPS)
- Goldman Sachs 80/20 ETF Model Portfolio (MAPS)
- Goldman Sachs 90/10 ETF Model Portfolio (MAPS)
- Goldman Sachs 0/100 ETF Model (MAPS)
- Goldman Sachs 100/0 ETF Model (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 0/100 (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 80/20 - Aggressive (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 100/0 - All Equity (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 60/40 - Balanced (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 20/80 - Conservative (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 70/30 - Growth (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 40/60 - Stable (MAPS)
- JP Morgan Multi Asset Income: Moderate Conservative (MAPS)
- JP Morgan Multi Asset Income: Moderate (MAPS)
- JP Morgan Multi Asset Income: Moderate Growth (MAPS)
- MSIM Active Equity Portfolio (MAPS)
- MSIM Active Fixed Income Portfolio (MAPS)
- MSIM Conservative Flex Portfolio (MAPS)
- MSIM High Flex Portfolio (MAPS)
- MSIM Moderate Flex Portfolio (MAPS)
- Natixis Alternative Completion (MAPS)
- Natixis Tactical Allocation Aggressive (MAPS)
- Natixis Tactical Allocation All Equity (MAPS)
- Natixis Tactical Allocation Conservative (MAPS)
- Natixis Tactical Allocation Moderate Aggressive (MAPS)
- Natixis Tactical Allocation Moderate Conservative (MAPS)
- Natixis Tactical Allocation Moderate (MAPS)
- Nuveen ESG Aggressive Growth Portfolio (MAPS)
- Nuveen ESG All Equity Growth Portfolio (MAPS)
- Nuveen ESG Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Growth Portfolio (MAPS)
- Nuveen Tax Exempt Conservative Income (MAPS)
- Nuveen Tax Exempt High Yield (MAPS)
- Nuveen Tax Exempt Moderate Income (MAPS)
- PIMCO Capital Preservation (MAPS)
- PIMCO Enhanced Core (MAPS)
- PIMCO Income Focus (MAPS)
- PIMCO Tax Aware Enhanced Core (MAPS)
- PIMCO Tax Aware Cap Pres FI (MAPS)
- PIMCO Tax Aware Income Focus (MAPS)
- Siegal WisdomTree Global Equity Model (MAPS)
- Siegel WisdomTree Longevity Model (MAPS)
- Access Zero International Developed ADR
- Access Zero U.S. Large Cap Blend
- Access Zero U.S. Large Cap Growth
- Access Zero U.S. Large Cap Value
- Applied Equity Advisors Enhanced Index Russell 1000
- Applied Equity Advisors Global Core
- Applied Equity Advisors Global Concentrated
- Applied Equity Advisors U.S. Core
- Global Franchise
- Growth
- International Resilience
- Preferred Securities
- Preferred Securities (Custom)
- Short Duration Municipal
- Short Term Corporate Bond
- Dynamic Core Equity
- Emerging Markets Equity ADR
- Energy Transition & Infrastructure Plus (K1)
- Energy Transition & Infrastructure (Non K1)
- International ADR
- Large Cap Value
- Small Cap Intrinsic Value (WRAP)
- Sustainble Equity (WRAP)
- Dividend Growth
- Dividend Value
- Flexible Income
- Intermediate Government/Credit Fixed Income
- Intermediate Municipal Bond
- Large Cap Value Opportunities
- Large Cap Value Balanced
- International Value ADR
- Municipal Bond Laddered Strategy 1-7 year
- Municipal Bond Laddered Strategy 1-10 year
- Municipal Bond Laddered Strategy 1-15 year
- Municipal Bond Laddered Strategy 5-15 year
- Municipal Bond Laddered Strategy 10-25 year
- Municipal Limited Maturity
- Municipal Long-Term Composite
- Municipal Total Return
- Special Equity
- Stable Growth
- Calvert International ADR Tax Managed by Parametric
- Capital Group International Equity by Parametric
- Capital Group US Income & Growth by PPA
- Capital Group Global Equity ADR Tax Managed by Parametric
- Columbia Contrarian Core Tax Managed by Parametric
- Columbia Management Dividend Income Tax Managed by Parametric
- Columbia Small Cap Growth Tax Managed by Parametric
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Municipal (60/40)
- Custom Multi-Asset Russell 3000 / Short Laddered Municipal (60/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Municipal (60/40)
- Custom Multi-Asset S&P 500 / MSCI EAFE ADR / Intermediate Laddered Corporate (30/30/40
- Custom Multi-Asset S&P 500/ MSCI EAFE ADR / Intermediate Laddered Municipal (30/30/40)
- Custom Multi-Asset S&P 500/MSCI EAFE ADR / Short Laddered Municipal (30/30/40)
- Custom Multi-Asset S&P 500 / Short Laddered Municipal (60/40)
- Eaton Vance Large Cap Value Tax Managed by Parametric
- Eaton Vance Small Cap Tax Managed by Parametric
- Jennison Global Equity Opportunity Tax Managed by Parametric
- Jennison Large Cap Growth Tax Managed by Parametric
- Jennison Mid Cap Growth Tax Managed by Parametric
- JPMorgan Equity Income Tax Managed by Parametric
- JPMorgan International Equity ADR Tax Managed by Parametric
- JPMorgan Large Cap Growth Tax Managed by Parametric
- Lazard Asset Management Emerging Markets Equity Select ADR Tax Managed by Parametric
- Lazard Asset Management International Equity Select w/ Emerging Markets ADR Tax Managed by Parametric
- Lazard U.S. Equity Select Tax Managed by Parametric
- Morgan Stanley International Resilience Tax Managed by Parametric
- Morgan Stanley Global Franchise Tax Managed by Parametric
- Morgan Stanley Managed Municipal Intermediate
- PPA $25 Preferred
- PPA Custom Core Developed World Ex USA ADR
- PPA Custom Core U.S. Broad 1500
- PPA Custom Core U.S. Broad Cap Growth
- PPA Custom Core U.S. Broad Cap Value
- PPA Custom Core U.S. Midcap
- PPA Custom Core Enhanced Income
- PPA Custom Core Enhanced Income Core
- PPA Custom Core Enhanced Income Core Tax-Adv
- PPA Custom Core Enhanced Income Tax-Adv
- PPA Custom Core Developed International Value ADR
- PPA Custom Core Developed World ADR
- PPA Custom Core Developed World Value ADR
- PPA Custom Core Global ADR
- PPA Custom Core Global ex U.S. ADR
- PPA Custom Core Midcap 400 Value
- PPA Custom Core Russell 2500
- PPA Custom Core U.S. Developed International Gender Lens
- PPA Custom Core U.S. Large Cap Equal Weight
- PPA Custom Core U.S. Large Cap Gender Lens
- PPA Custom Core U.S. Large Cap Growth
- PPA Custom Core U.S. Large Cap Value
- PPA Custom Core U.S. Large Mid Cap Core
- PPA Custom Core U.S. Large Mid Cap Growth
- PPA Custom Core U.S. Large Mid Cap Value
- PPA Custom Core U.S. Megacap
- PPA Custom Core U.S. Mid Cap
- PPA Custom Core U.S. Mid and Small Cap
- PPA Custom Core U.S. Midcap Value
- PPA Custom Core US Small Cap
- PPA Custom Core U.S. Small Cap 2000
- PPA Custom Core U.S. Small Cap 600 Growth
- PPA Custom Core U.S. Small Cap 600 Value
- PPA Managed Preferred
- PPA Managed Short Duration Corporate
- PPA NRC Preferred
- PPA TABS Managed Municipal Intermediate
- PPA TABS Managed Municipal Long
- PPA TABS Managed Municipal Short
- PPA TABS Municipal Ladder Intermediate
- PPA TABS Municipal Ladder Long
- PPA TABS Municipal Ladder Short
- PPA TABS Total Return Intermediate
- PPA TABS Total Return Limited
- PPA TABS Total Return Long
- PPA Tax Efficient Balanced Growth Strategy
- PPA Tax Efficient Equity Only Strategy
- PPA Tax Efficient Income Strategy
- PPA Tax Efficient Market Growth Strategy
- PPA Tax Efficient Mod1 HM Strategy
- PPA Tax Efficient Mod2 HM Strategy
- PPA Tax Efficient Opportunistic Growth Strategy
- PPA Tax Efficient Wealth Conservation Strategy
- PPA Tax Harvest Core U.S. Broad Cap
- PPA Tax Harvest Core U.S. Large Cap
- PPA Tax Managed Core
- PPA Tax Managed KLD400
- PPA Tax Managed MSCI EAFE ADR
- PPA Tax Managed RU 3000
- PPA Tax Optimized Ladder Intermediate
- PPA Tax Optimized Ladder Short
- PPA U.S. Corporate Ladder Intermediate
- PPA U.S. Corporate Ladder Short
- PPA U.S. Treasury Ladder 1-5 Year
- PPA U.S. Treasury Ladder 1-12 Months
- PPA U.S. Treasury Ladder 1-24 Months
- Municipal Ladder Managed Accounts 1-6 Year
- Municipal Ladder Managed Accounts 1-12 Year
- Municipal Ladder Managed Accounts 1-18 Year
- Municipal Ladder Managed Accounts 3-11 Year
- Municipal Ladder Managed Accounts 3-17 Year
- Municipal Income Opportunity: 25% Fixed Income Shares Series TE
- Municipal Income Opportunity: 10% Fixed Income Shares Series TE
- Municipal Income Opportunity: 20% Fixed Income Shares Series TE
- Municipal Income Opportunity: 40% Fixed Income Shares Series TE
- Corporate Bond Ladder 1-3 year
- Corporate Bond Ladder 1-5 year
- Corporate Bond Ladder 3-8 year
- Corporate Bond Ladder 1-11 year
- Corporate Bond Ladder 3-11 year
- Real Return for Managed Accounts
- Total Return for Managed Accounts
- Sustainable Leaders
- Ultra Short Duration Income Managed Account
- U.S. Large Cap Value Equity Concentrated
- None available at this time
- Core Strategy
- Emerging Markets ADR
- International ADR
- Intermediate Strategy
- Long Duration Strategy
- Strategic Core
- Core Plus Total Return ETF Strategy
- Global Equity ETF Strategy
- Global Risk Balanced Moderate Allocation
- Core Taxable Fixed Income
- ESG Cash Management
- ESG Short Term Fixed Income
- Intermediate Corporate Only
- Intermediate Taxable
- Short Term Taxable Fixed Income
- Blue Chip Growth
- International Core Equity ADR
- New Horizons
- U.S. Dividend Growth Equity
- U.S. Large Cap Equity Income
- U.S. Risk Managed Dynamic Allocation
- U.S. Value Equity
- Active Bond Aggregate
- Active Bond Government/Corporate
- Core Fixed Income
- Core Fixed Income Plus
- Corporate Bond Ladder Portfolios (1-5 Year)
- Corporate Bond Ladder Portfolios (1-10 Year)
- Current Market Municipal Portfolio
- GSM 3
- GSM 5
- GSM 7
- GSM Government/Corporate
- Municipal Portfolios
- Short Term Municipal Fixed Income
- Western Asset Municipal Opportunities
- None available at this time
- None available at this time
-
Madison Investment Advisors
N
-
Natixis Advisors, LLC
Neuberger Berman
O
-
Oak Ridge Investments
O'Shaughnessy Management
P
-
Pacific Income Advisors
Parametric Portfolio Associates
Q
R
-
Ramirez Asset Management
S
-
Sage Advisory Services
T
-
T. Rowe Price Associates, LLC
U
-
Uniplan Investment Counsel
V
-
Van Eck Associates Corporation
W
-
Western Asset Management Company
X
Y
Z
-
Zacks Investment Management
Ziegler Capital Management