Morgan Stanley Institutional Investment Advisors, through its Fiduciary Consulting Group, provides customized fiduciary consulting and investment management services. The registered investment advisor specializes in working with municipal and corporate retirement plans, non-qualified deferred compensation plans, plan sponsors, corporate accounts, government entities, charitable institutions, foundations, and endowments. Services include continuous and regular monitoring of investments, investment manager and fund selection, investment policy statement creation, investment research, vendor searches, expense analysis, asset allocation modeling, and fiduciary education. The firm utilizes mutual funds, collective trusts, insurance products, separately managed accounts, exchange-traded funds, hedge funds, and private equity funds. Services are tailored to individual client needs, and clients may impose investment restrictions. The registered investment advisor operates on both a discretionary and non-discretionary basis.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.