Morgan Stanley

Morgan Stanley Enhances Custom Portfolio Program

Mar 15, 2007

New York —


Morgan Stanley’s Consulting Services Group is pleased to announce that it  has enhanced its Custom Portfolio offering to include more than 1,400 open-end mutual funds, effective March 12, 2007.  Financial Advisors may now use stocks, bonds, exchange-traded funds and mutual funds to construct diversified, comprehensive portfolios.

Custom Portfolio is a discretionary investment advisory program designed for clients who want a Financial Advisor to act as portfolio manager.  With the recent addition of mutual funds, this program now offers greater flexibility in allocating client assets.

Clients pay a single asset-based fee instead of commissions.

Launched in 2001, Custom Portfolio has grown substantially throughout the last six years.  Morgan Stanley plans to increase the number of mutual funds in this program and will continue to train more Financial Advisors for the Custom Portfolio program in 2007.  Financial Advisors must qualify to be part of the program.

One of the largest businesses of its kind in the world with approximately $680 billion in client assets, Morgan Stanley’s Global Wealth Management Group provides a range of wealth management products and services to individuals, businesses and institutions.  These include brokerage and investment advisory services, financial and wealth planning, credit and lending, banking and cash management, annuities and insurance, retirement and trust.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, wealth management and credit services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 30 countries.  For further information about Morgan Stanley, please visit

Morgan Stanley DW Inc. offers investment consulting services through a variety of investment consulting programs which are opened pursuant to written client agreements.

Morgan Stanley sponsors a number of managed account programs that offer a variety of independent as well as affiliated investment managers.  In some programs, only affiliated managers are offered.  Morgan Stanley and its affiliates will receive more aggregate fees if clients select an investment manager that is affiliated with Morgan Stanley.  Morgan Stanley may introduce to a client one or more of the different managed account programs that it sponsors.  Each program offers investment managers and other features that are not necessarily available in the others; conversely some investment managers or some investment strategies may be available in more than one program.  The programs and investments discussed in this material may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you.  It is your responsibility to weigh any investment decision carefully.

The appropriate Morgan Stanley DW Inc. Disclosure Document contains important information about this and other products and services offered by Morgan Stanley, and is available from a Morgan Stanley Financial Advisor. 

Investments and services are offered through Morgan Stanley DW Inc., member SIPC.  Morgan Stanley and Morgan Stanley Custom Portfolio are service marks of Morgan Stanley.

Contact: Media Relations, Christy Pollak, 914.225.6827