Morgan Stanley's Best Thinking
Using the recommendations of Morgan Stanley's top strategists and analysts, we combine multiple funds into one portfolio that can help you meet your financial goals.
Rigorous Manager Selection
All funds in Pathway Solutions meet our high standards. Our patented process seeks to identify managers that can enhance your portfolio's risk-reward profile.
Lower Fees May Enhance Returns
We combine active and passive strategies to optimize return potential and minimize fees. You benefit from our ability to negotiate favorable terms with sub-advisors that we pass on to our clients.
Using our financial planning platform, your advisor analyzes your current financial situation and your goals to deliver a personalized portfolio recommendation.
The goals-based portfolio recommendation is matched to an appropriate Pathway Solution.
Within that solution, Morgan Stanley experts make ongoing asset allocation and manager changes as needed.
4. Track Progress
Your advisor uses the planning platform on an ongoing basis to ensure your investments, financial goals and financial situation remain aligned over time.