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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
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  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive & Sustainable Ventures
  
  From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.
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About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
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Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

Manager Profiles - Select UMA

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.

Please note documents are provided as PDFs, which require Adobe® Reader® to view. To download a copy of the latest version, visit Adobe's website.

H

Hahn Capital Management
- Mid Cap Value
Harding Loevner Management
- Global Equity ADR
- International Equity ADR
Harris Associates
- Large Cap Value
Hartford Funds
- Core Equity
- Dividend and Growth
Hudson Edge Investment Partners
- Large Cap Value

I

J

Janus Henderson Investors
Jennison Associates
Jensen Investment Management
- Quality Growth
John Hancock Asset Management Fundamental
JP Morgan Asset Management

K

Karpus Investment Management
- Fixed Income Management
Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
- Mid Cap Value
Kovitz Investment Group, LLC
- Core Equity

L

Lazard Asset Management LLC
Leeward Investment LLC
- Mid Cap Value
Loomis Sayles
Lord Abbett & Co LLC
Lyrical Asset Management
- U.S. Value Equity

M

N

Natixis Advisors, LLC
- Tax Managed Core Balanced Strategy
Neuberger Berman
New Century Advisors
- Short Term Fixed Income
Nia Impact Advisors, LLC
- Global Solutions
Ninety One
- Global Franchise ADR
- International Franchise ADR
Nuance Investments, LLC
- Mid Cap Value
Nuveen
NorthCoast Asset Management
- CANSLIM

O

Oak Ridge Investments
- All Cap Growth
- Small/Mid Cap Growth
O'Shaughnessy Management
- Enhanced Dividend Strategy
- Market Leaders Value

P

Q

None available at this time

R

Ramirez Asset Management
RBC Global Asset Management
- Small Cap Growth
Reinhart Partners
- Genesis Private Market Value
- Mid Cap Private Market Value Equity
Renaissance
- International Equity ADR
- Large Cap Growth Equity
Rice, Hall, James & Associates
- Micro Cap Equity
- Small/Mid Cap Opportunities
Richard Bernstein Advisors
Riverbridge
Riverfront Investment Group
Royce & Associates
- Royce Premier
- Small-Cap Total Return
RSW Investments, LLC
- Market Duration Municipal

S

Sage Advisory Services
Sawgrass Asset Management
- Diversified Large Cap Growth Equity
Schafer Cullen
- High Dividend Value
- International High Dividend ADR
Scharf Investments
- Quality Value
Schroders
- International Alpha ADR
- MidCap Opportunities
Segall, Bryant and Hamill
Seix Investment Advisors
- Core Bond
- High Yield Bond
Shapiro Capital Management
- All Cap Value
Sheets Smith Wealth Management
- Absolute Return Balanced
Silvercrest
- Small Cap Value
- Small/Mid Cap Value
Smead Capital Management
- U.S. Large Cap Value
Sterling Capital Management
- Mid Cap Value
Stonebridge Advisors
Sustainable Growth Advisers, LP
- U.S. Large Cap Growth Equity
Systematic Financial Management
- Small Cap Free Cash Flow

T

T. Rowe Price Associates, LLC
Tandem Investment Advisors. Inc
- Large Cap Core
TCW
The London Company
The Ithaka Group, LLC
- U.S. Large Cap Growth
ThomasPartners Inc.
- Dividend Growth Strategy K-1 Generating
- Dividend Growth Strategy Non K-1 Generating
Thompson, Siegel & Walmsley
- Mid Cap Value Equity
- Small/Mid Cap Value
Thornburg Investment Management
Todd Asset Management
- International Intrinsic Value
- Todd Large Cap Instrinsic Value
Trillium Asset Management
- Large Cap Core
- U.S. Mid Cap

U

Uniplan Investment Counsel
- Equity REIT

V

Van Eck Associates Corporation
- Emerging Markets Equity
Vaughan Nelson
- Small Cap Value
Victory Capital Management
- Diversified Equity
- INCORE Investment Grade Convertibles
Virtus/NFJ
- U.S. Mid Cap Value
Voya Investment Management

W

Western Asset Management Company
WestEnd Advisors
Westfield Capital Management, L.P.
- Large Cap Growth Equity
- Mid Cap Growth Equity
Westwood Capital Management Corporation
Winslow Capital Management, Inc.
- Large Cap Growth

X

None available at this time

Y

None available at this time

Z

Zacks Investment Management
- All Cap Core

Manager Profiles - Select UMA

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z