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.
A
-
AB
- Concentrated US Growth
- Strategic Research
- Strategic Research Balanced (MA)
- Tax Aware Fixed Income (High, Medium, and Low Tax Brackets)
- Municipal High Quality
- Concentrated International Growth ADR
- Sustainable Global Thematic ADR
- Sustainable International Thematic ADR
- Tax Aware Fixed Income (Medium Tax Brackets)
- Tax Aware Fixed Income (Low Tax Brackets)
- AB Tax Aware Limited Duration High
- AB Tax Aware Limited Duration Medium
- AB Tax Aware Limited Duration Low
- Allspring Municipal Bond Ladder 1-7 Year
- Allspring Municipal Bond Ladder 1-10 Year
- Allspring Municipal Bond Ladder 1-20 Year
- Core Builder Municipal Income
- Fundamental All Cap Growth Equity
- Fundamental Large Cap Select Growth
- Fundamental Mid Cap Growth
- Fundamental Small/Mid Cap Growth
- Special Mid Cap Value
- Wells Fargo Cook & Bieler Large Cap Value
- Large Cap Core
- Small/Mid Cap Core
- Full Custom Total US Market SRI
- Aperio-BlackRock Active Tax US Large Cap
- Aperio-BlackRock Active Tax Total US Market
- Aperio-BlackRock Active Tax US Large Cap Dividend Yield Tilt
- Aperio-BlackRock Active Tax Global Indexing
- Aperio-BlackRock Active Tax Global Ex-US
- Aperio-BlackRock Active Tax Foreign Developed ex Canada
B
-
Bahl & Gaynor, Inc.
Blackrock
- Equity Dividend SMA
- Global Dividend SMA
- PPM Global Fixed Income SMA
- Large Cap Core
- Large Cap Value
- Managed Account Core Bond
- 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
- Managed Account Short Duration
- BlackRock International Dividend ADR
- BlackRock Laddered Municipal Fixed Income 1-5 Years
- BlackRock Laddered Municipal Fixed Income 1-10 Years
- BlackRock Laddered Municipal Fixed Income 5-15 Years
- BlackRock Laddered Municipal Fixed Income 10-20 Years
- BlackRock Municipal Opportunity Fixed Income
- Blackrock Enhanced Intermediate Muni
- Blackrock Capital Appreciation
- Flexible Intermediate Taxable Fixed Income SMA
- Intermediate Corporate Fixed Income SMA
- BNYM Newton Dynamic Value
- BNYM Walter Scott International Stock ADR
- BNYM Newton Small Mid Cap Growth
- BNYM Newton Large Cap Growth
- BNYM Newton Global Equity
- BNYM Newton International Equity
- BNYM Newton Global Equity Income ADR
- Global ADR Equity
- International (ADR) Equity
- Value Equity
- Emerging Markets Opp. ADR
- Global Balanced Value
C
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Calamos Advisors
Cambiar Investors LLC
Calvert Investment Management
- Small Cap
- International Equity
- US Large-Cap Diversity Concentrated Index
- Calvert US Large Cap Core Responsible Index Concentrated
- Calvert US Large Cap Value Responsible Index Concentrated
- Calvert US Large Cap Growth Responsible Index Concentrated
- Calvert US Mid Cap Responsible Index Concentrated
- Calvert International Responsible Index Concentrated
- Intermediate Municipal SMA
- International Equity ADR
- Global Equity ADR SMA
- Long Municipal SMA
- Short Municipal SMA
- US Equity
- World Dividend Growers
- US Income & Growth
- US Growth
- Global Growth ADR
- International Growth ADR
- Trust Global
- Trust Crossover Muncipal
- Trust Short Term Crossover Muncipals
- Trust Taxable
- Trust Short Term Taxable
- Broad Market Fixed Income
- Domestic High Yield Fixed Income
- Investment Grade Fixed Income
- Short Duration Fixed Income
- ClearBridge All Cap Growth Equity
- ClearBridge All Cap Value Equity
- ClearBridge All Cap Value ESG
- ClearBridge Appreciation Equity
- ClearBridge Appreciation ESG
- ClearBridge Dividend Strategy
- ClearBridge International Growth ADR
- ClearBridge International Growth ADR ESG
- ClearBridge International Value ADR
- ClearBridge Large Cap Growth
- ClearBridge Large Cap Growth ESG
- ClearBridge Large Cap Value
- ClearBridge Large Cap Value ESG
- ClearBridge Mid Cap Core
- ClearBridge Multi-Cap Growth Equity
- ClearBridge Multi Growth ESG
- ClearBridge Small Cap Growth
- ClearBridge Large Cap Growth ESG Catholic Values
- ClearBridge All Cap Value ESG Catholic Values
- ClearBridge Large Cap Value ESG Catholic Values
- ClearBridge Dividend Strategy ESG
- ClearBridge Small Cap SMA
- Small Cap Growth
- Dividend Opportunity
- Contrarian Core
- Dividend Income
- Select Large Cap Growth
- Large Cap Value
D
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Davis Advisors
Dana Investment Advisors
Dearborn Partners LLC
Delaware Investment
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
- Parametric Portfolio Associates TABS Enhanced Municipal Long
- Parametric Portfolio Associates TABS Enhanced Municipal Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Short
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Long
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Short
- Large Cap Value
- Small Cap
F
-
Fayez Sarofim
Federated Clover Investment Advisors
Federated Hermes, Inc.
- Core Plus Fixed Income
- International Strategic Value Dividend ADR
- International Strategic Value Dividend ADR with MAP
- Strategic Value Dividend
G
-
Geneva Capital Management
Globalt Investments
Global Investment Solutions (Affiliated Manager of Morgan Stanley)
Goldman Sachs Asset Mgmt.
- Tax Advantaged Core Strategy – Enhanced Dividend S&P 500
- Strategic Growth
- Mid Cap Value
- Goldman Sachs Tax Advantaged Core- S&P 500
- Tax Advantaged Core – MSCI EAFE ADR
- Tax Advantaged Core – Russell 3000
H
-
Hahn Capital Management
Harding Loevner Management
Harris Associates
Hartford
HGK Asset Management
I
-
IndexIQ Advisors
Invesco Advisers
- Mid Cap Growth
- Diversified Dividend Strategy
- Growth and Income SMA
- International Growth Equity ADR
- Comstock-Large Cap Value
- Real Estate Securities
- Limited Term Municipal Income
- Intermediate Municipal Income
- Long Municipal Income
- Invesco BulletShares Corporate SMA: 0-3 Years
- Invesco BulletShares Corporate SMA: 0-5 Years
- Invesco BulletShares Corporate SMA: 0-7 Years
- Invesco BulletShares Corporate SMA: 0-10 Years
- Invesco BulletShares Municipal SMA: 0-3 Years
- Invesco BulletShares Municipal SMA: 0-5 Years
- Invesco BulletShares Municipal SMA: 0-7 Years
- Invesco BulletShares Municipal SMA: 0-10 Years
- Investment Grade Floating Rate Bond SMA
- Invesco Corp Bond 100% IG SMA
- Invesco Int CorpBd 100% IG SMA
- Invesco Corp Bond 75% IG SMA
- Invesco Int Corp Bd 75% IG SMA
- Invesco Corp Bond 50% IG SMA
- Invesco Int Corp Bd 50% IG SMA
J
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Janus Capital Group
Janus Henderson Investors
Jennison Associates
Jensen Investment Management
John Hancock Asset Management Fundamental
JP Morgan Asset Management
K
-
Karpus Investment Management
Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
Kovitz Investment Group, LLC
L
-
Lazard Asset Management LLC
- Developing Markets Equity Select ADR
- Emerging Markets Core Equity ADR
- Emerging Markets Select ADR Equity
- Global Balanced
- Global Equity Select ADR
- International Equity Select ADR
- Int'l Equity Select w/ Emerging Markets ADR
- US Equity Concentrated
- US Equity Select Value
- Legg Mason Appreciation Balanced with Muni Tax Favored 60/40
- Legg Mason All Cap Growth Balanced with GSM5 Taxable 60/40
- Legg Mason All Cap Value Balanced 60/40 Taxable
- Legg Mason All Cap Growth Balanced 70/30 Taxable
- Legg Mason Appreciation Balanced with GSM5 Taxable 60/40
- Legg Mason Balanced Income
- Legg Mason Dividend Strategy Balanced with GSM5 Taxable 60/40
- Legg Mason Dividend Strategy Balanced with Muni Tax Favored 60/40
- Legg Mason Large Cap Growth ESG Balanced with GSM5 70/30
- Legg Mason Large Cap Growth ESG Balanced with GSM5 Taxable 60/40
- Legg Mason Appreciation Balanced 70/30 taxable
- Legg Mason Balanced Income w/ Muni
- Legg Mason Appreciation Balance w/ Muni 70/30
- Legg Mason Dividend Strat Balanced Taxable 70/30
- Legg Mason Dividend Strat Bal 70/30 Tax Favored
- Legg Mason Growth Balanced 60/40 Tax Favored
- Legg Mason Large Cap Growth Balanced 60/40 Taxable
- SMID CAP Equity
- Large Cap Growth
- Government/Credit Bond Portfolio
- Intermediate Municipal
- Medium Duration Municipal Bond
- All Government
- 1-3 Year Government Bond
- Core Plus
- Convertibles MA
- Intermediate Muni SMA
- Large Cap Value Equity
- Lord Abbett Limited Duration SMA
- Multi Cap Value Equity
- Municipal
- Value Balanced - Taxable
- Managed Municipal Ladders: 1-5 Year
- Managed Municipal Ladders: 1-15 Year
- Managed Municipal Ladders: 5-10 Year
- Managed Municipal Ladders: 1-10 Year
- Managed Municipal Ladders: 1-20 Year
- Managed Municipal Ladders: 5-15 Year
M
-
MacKay Shields
- Intermediate Corporate Bond
- Intermediate Government Only
- Large Cap Core
- Mid Cap Core
- Intermediate Govt/Corp
- Impact Solutions Global Equity
- Impact Solutions US Equity
- Intermediate Municipal
- Laddered Municipal Intermediate
- US Model
- Dividend Equity
- US Long Run Value
- US All Cap Growth
- Global Equity
- Global Dividend
- Core Plus Fixed Income (ETFs)
- International Core Equity (ETFs)
- Global Core Equity (ETFs)
- MultiAsset Dynamic 40% Equity
- MultiAsset Dynamic 60% Equity
- MultiAsset Dynamic 80% Equity
- US Core Equity (ETFs)
- US Sector Allocation (ETFs)
- Short Duration Enhanced Fixed Income
- NRC Eligible Preferred
- US Mid Cap Equity
- MAPS Real Asset Equity Income
- American Funds ETF Conservative Income & Growth Model with Vanguard (MAPS)
- American Funds ETF Conservative Income Model with Vanguard (MAPS)
- American Funds ETF Conservative Growth & 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 Retirement Distribution Income: Conservative (MAPS)
- American Funds Retirement Distribution Income: Moderate (MAPS)
- American Funds Retirement Distribution Income: Enhanced (MAPS)
- American Funds Growth & Income (MAPS)
- American Funds Funds Moderate Growth & Income (MAPS)
- American Funds Conservative Growth & Income (MAPS)
- American Funds Tax-Aware Conservative Growth & Income (MAPS)
- American Funds Global Growth (MAPS)
- American Funds Growth (MAPS)
- American Funds Moderate Growth (MAPS)
- American Funds VG Cons Inc TA (MAPS)
- American Funds VG Con Inc & Gr TA (MAPS)
- American Funds VG Con Gr & Inc TA (MAPS)
- American Funds VG Mod Gr & Inc TA (MAPS)
- American Funds VG Mod Grwth TA (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Conservative (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Moderate (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Growth (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 Conservative (MAPS)
- Calvert Research and Management Responsible ESG Moderate (MAPS)
- Calvert Research and Management Responsible ESG Growth (MAPS)
- Calvert Research and Management Responsible ESG Aggressive (MAPS)
- Columbia Active Risk Allocation Moderate Conservative Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Aggressive Portfolio (MAPS)
- First Trust Advisors Diversified Low Duration Fixed Income (MAPS)
- First Trust Advisors High Income (MAPS)
- First Trust Advisors High Income Municipal (MAPS)
- First Trust Advisors Limited Duration Municipal (MAPS)
- First Trust Advisors RBA US Equity ETF Model (MAPS)
- Franklin Templeton Income (MAPS)
- Franklin Templeton Tax-Advantaged Income (MAPS)
- Franklin Templeton Growth & Income (MAPS)
- Franklin Templeton Growth & Enhanced Income (MAPS)
- Franklin Templeton Tax-Advantaged Growth & Income (MAPS)
- Franklin Templeton Quality Income (MAPS)
- Franklin Templeton Dynamic Core Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Conservative Model (MAPS)
- nklin Templeton Dynamic Core Moderate Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderate Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Aggressive Model (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)
- JP Morgan Multi Asset Income: Moderate Conservative (MAPS)
- JP Morgan Multi Asset Income: Moderate (MAPS)
- JP Morgan Multi Asset Income: Moderate Growth (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 100/0 - All Equity (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 20/80 - Conservative (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 40/60 - Stable (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 60/40 - Balanced (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 70/30 - Growth (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 80/20 - Aggressive (MAPS)
- MSIM Active Fixed Income Portfolio MAPS
- MSIM Conservative Flex Portfolio MAPS
- MSIM Moderate Flex Portfolio MAPS
- MSIM High Flex Portfolio MAPS
- MSIM Active Equity Portfolio MAPS
- Natixis Alternative Completion: Conservative (MAPS)
- Natixis Alternative Completion: Moderate (MAPS)
- Natixis Alternative Completion: Aggressive (MAPS)
- Natixis Tactical Allocation Conservative (MAPS)
- Natixis Tactical Allocation Moderate Conservative (MAPS)
- Natixis Tactical Allocation Moderate (MAPS) (MAPS)
- Natixis Tactical Allocation Moderate Aggressive (MAPS)
- Natixis Tactical Allocation Aggressive (MAPS)
- Natixis Tactical Allocation All Equity (MAPS)
- Nuveen ESG Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Growth Portfolio (MAPS)
- Nuveen ESG Aggressive Growth Portfolio (MAPS)
- Nuveen ESG All Equity Growth Portfolio (MAPS)
- Nuveen Tax Exempt Conservative Income (MAPS)
- Nuveen Tax Exempt Moderate Income (MAPS)
- Nuveen Tax Exempt High Yield (MAPS)
- PIMCO Capital Preservation (MAPS)
- PIMCO Enhanced Core (MAPS)
- PIMCO Income Focus (MAPS)
- Siegel WisdomTree Longevity Model (MAPS)
- Siegal WisdomTree Global Equity Model (MAPS)
- BNYM Mellon Dynamic Value
- BNY Mellon Walter Scott International Stock ADR
- BNYM Mellon Small Mid Cap Growth
- BNYM Mellon Large Cap Growth
- Global Equity
- International Equity
- BNY Mellon Newton Global Equity
- Access Zero International Developed ADR
- Growth SMA
- MSIM Defensive U.S. Large Cap Core Equity
- Access Zero US Large Cap Value
- Access Zero US Large Cap Growth
- Access Zero US Large Cap Blend
- Defensive European Large Cap Core
- Defensive International Core Equity
- Defensive All World Core Equity
- Preferred Securities
- Preferred Securities (Custom)
- Short Duration Municipal
- Short Term Corporate Bond
- Emerging Markets Equity ADR
- Large Cap Value
- International ADR
- Sustaianble Equity (WRAP)
- Small Cap Intrinsic Value (WRAP)
- Dividend Growth
- Municipal Limited Maturity
- Intermediate Municipal Bond
- Municipal Long-Term Composite
- Municipal Total Return
- Municipal Bond Laddered Strategy 1-15 year
- Municipal Bond Laddered Strategy 1-10 year
- Municipal Bond Laddered Strategy 1-7 year
- Municipal Bond Laddered Strategy 5-15 year
- Municipal Bond Laddered Strategy 10-25 year
- Dividend Value
- Stable Growth
- Small Cap Value
- Morgan Stanley Investment Management Managed Municipal Intermediate
- Parametric Portfolio Associates Managed Short Duration Corporate
- PPA CC U.S. Broad 1500
- PPA CC Developed WrldExUSADR
- PPA CC U.S. Broad Cap Value
- PPA CC U.S. Midcap
- PPA CC U.S. Broad Cap Growth
- PPA Custom Core U.S. Large Cap Equal Weight
- Tax Managed MSCI EAFE ADR
- Tax Managed RU 3000
- Enhanced Income
- Tax Managed KLD400
- Enhanced Income Tax-Adv
- Tax Managed Core - S&P 500
- Enhanced Income Core Tax Advantaged
- Enhanced Income Core Taxable
- PPA Custom Core Global ADR
- PPA Custom Core US Small Cap
- PPA Custom Core US Mid Cap
- PPA Custom Core US Large Mid Cap Value
- PPA Custom Core US Large Mid Cap Core
- PPA Custom Core US Large Mid Cap Growth
- PPA Custom Core Global ex US ADR
- PPA Custom Core Developed World ADR
- PPA Custom Core US Large Cap Gender Lens
- PPA Custom Core US Developed International Gender Lens
- PPA Tax Harvest Core US Large Cap
- PPA Tax Harvest Core US Broad Cap
- PPA Tax Efficient Income Stratergy
- PPA Tax Efficient Opportunistic Growth Stratergy
- PPA Tax Efficient Mod2 HM Strategy
- PPA Tax Efficient Mod1 HM Strategy
- PPA Tax Efficient Balanced Growth Strategy
- PPA Tax Efficient Wealth Conservation Strategy
- PPA Tax Efficient Market Growth Strategy
- PPA Tax Efficient Equity Only Strategy
- Custom Multi-Asset S&P 500 / Short Laddered Muni (60/40)
- Custom Multi-Asset Russell 3000 / Short Laddered Muni (60/40)
- Custom Multi-Asset S&P 500/MSCI EAFE ADR / Short Laddered Muni (30/30/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Muni (60/40)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Muni (60/40)
- Custom Multi-Asset S&P 500/ MSCI EAFE ADR / Intermediate Laddered Muni (30/30/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset S&P 500 / MSCI EAFE ADR / Intermediate Laddered Corporate (30/30/40)
- Intermediate Term Municipal Bond
- Laddered Corporate Strategy - Intermediate
- Laddered Corporate Strategy - Short
- Long Term Municipal Bond
- Short Municipal Bond
- Tax Advantaged Bond Strategies Limited Maturity
- Tax Advantaged Bond Strategies Long Maturity
- Tax Advantaged Bond Strategies Intermediate
- Laddered Muni - Intermediate
- Laddered Muni - Short
- Laddered Muni - Long
- U.S. Treasury Ladder 1-12 Month
- U.S. Treasury Ladder 1-24 Month
- U.S. Treasury Ladder 1-5 Year
- PIMCO Corporate Bond Ladder 1-5 year
- PIMCO Corporate Bond Ladder 3-8 year
- PIMCO Corporate Bond Ladder 1-11 year
- PIMCO Corporate Bond Ladder 3-11 year
- 3-11 Yr National Muni Ladder
- 3-17 Yr National Muni Ladder
- Real Return for Managed Accounts
- Total Return for Managed Accounts
- Municipal Bonds for Managed Accounts
- 1-6 Year National Muni Ladder
- 1-12 Year National Muni Ladder
- 1-18 Year National Muni Ladder
- None available at this time
- Blue Chip Growth
- International Core Equity ADR
- US Risk Managed Dynamic Allocation
- US Dividend Growth Equity
- Western Asset Mgmt Active Bond Aggregate
- Western Asset Mgmt Active Bond Gov/Corp
- Western Asset Mgmt Active Bond Intermediate
- Western Asset Mgmt Core Fixed Income
- Western Asset Mgmt Core Fixed Income Plus
- Western Asset Mgmt Current Market Municipal Portfolio
- Western Asset Mgmt GSM 3
- Western Asset Mgmt GSM 5
- Western Asset Mgmt GSM 7
- Western Asset Mgmt GSM Gov/Corp
- Western Asset Mgmt Short Term Municipal Fixed Income
- Western Asset Mgmt Corporate Bond Ladder Portfolios (1-5 Year)
- Western Asset Mgmt Corporate Bond Ladder Portfolios (1-10 Year)
- Western Asset Mgmt Municipal Portfolios
- None available at this time
- None available at this time
-
Madison Investment Advisors
N
-
Neuberger Berman
O
-
Oak Ridge Investments
O'Shaughnessy Management
P
-
Pacific Income Advisors
Parametric Portfolio Associates
Q
R
-
Ramirez Asset Management
RBC Global Asset Management
Reinhart Partners
Renaissance
Rice, Hall, James & Associates
Richard Bernstein Advisors
Riverbridge
Riverfront Investment Group
Rothschild Asset Management
Royce & Associates
RSW Investments, LLC
S
-
Sage Advisory Services
Salient Partners, L.P.
Sawgrass Asset Management
Schafer Cullen
Scharf Investments
Schroders
Scout Investments Inc
Segall, Bryant and Hamill
Seix Investment Advisors
Sheets Smith Wealth Management
Silvercrest
Smith Asset Management
Sterling Capital Management
Stonebridge Advisors
Sustainable Growth Advisers, LP
Systematic Financial Management
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