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
- AB Tax Aware Limited Duration High
- AB Tax Aware Limited Duration Low
- AB Tax Aware Limited Duration Medium
- Concentrated International Growth ADR
- Concentrated US Growth
- Municipal High Quality
- Strategic Research
- Strategic Research Balanced (MA)
- Sustainable Global Thematic ADR
- Sustainable International Thematic ADR
- Tax Aware Fixed Income (High, Medium, and Low Tax Brackets)
- Tax Aware Fixed Income (Low Tax Brackets)
- Tax Aware Fixed Income (Medium Tax Brackets)
- All Cap Growth Equity
- C&B Large Value
- Core Builder Core Plus
- Core Builder Municipal Income
- EM Equity Income
- Large Cap Core
- Large Cap Select Growth
- Mid Cap Growth
- Municipal Bond Ladder 1-7 Year
- Municipal Bond Ladder 1-10 Year
- Municipal Bond Ladder 1-20 Year
- Small/Mid Cap Core
- Small/Mid Cap Growth
- Special Mid Cap Value
- Aperio-BlackRock Active Tax Foreign Developed ex Canada
- Aperio-BlackRock Active Tax Global Ex-US
- Aperio-BlackRock Active Tax Global Indexing
- Aperio-BlackRock Active Tax Total US Market
- Aperio-BlackRock Active Tax US Large Cap
- Aperio-BlackRock Active Tax US Large Cap Dividend Yield Tilt
- Full Custom Total US Market SRI
B
-
Bahl & Gaynor, Inc.
Barksdale Investment Management
Beutel, Goodman & Company Ltd
Blackrock
- Blackrock Capital Appreciation
- Blackrock Enhanced Intermediate Muni
- 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
- Enhanced Long Term Municipal Fixed Income
- Enhanced Short Term Municipal Fixed Income
- Equity Dividend SMA
- Flexible Intermediate Taxable Fixed Income SMA
- Global Dividend SMA
- Intermediate Corporate Fixed Income SMA
- Large Cap Core
- Large Cap Value
- Managed Account Core Bond
- Managed Account Short Duration
- 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
- BNYM Newton Dynamic Value
- BNYM Newton Global Equity
- BNYM Newton Global Equity Income ADR
- BNYM Newton Global Natural Resources
- BNYM Newton International Equity
- BNYM Newton Large Cap Growth
- BNYM Newton Small Mid Cap Growth
- BNYM Walter Scott International Stock ADR
C
-
Calamos Advisors
Calvert Investment Management
- International Equity
- International Responsible Index Concentrated
- Small Cap
- US Large Cap Core Responsible Index Concentrated
- US Large Cap Diversity Concentrated Index
- US Large Cap Growth Responsible Index Concentrated
- US Large Cap Value Responsible Index Concentrated
- US Mid Cap Responsible Index Concentrated
- Global Equity ADR SMA
- Global Growth ADR
- International Equity ADR
- International Growth ADR
- Intermediate Municipal SMA
- Long Municipal SMA
- Short Municipal SMA
- US Conservative Growth & Income
- US Equity
- U S Flexible Growth SMA
- U.S. Flexible Growth and Income SMA
- US Growth
- US Income & Growth
- World Dividend Growers
- Trust Crossover Municipal
- Trust Short Term Crossover Municipals
- Trust Short Term Taxable
- Trust Taxable
- Broad Market Fixed Income
- Domestic High Yield Fixed Income
- Investment Grade Fixed Income
- Short Duration Fixed Income
- All Cap Growth Equity
- All Cap Value Equity
- ClearBridge All Cap Value ESG
- ClearBridge All Cap Value ESG Catholic Values
- ClearBridge Appreciation Equity
- ClearBridge Appreciation ESG
- ClearBridge Dividend Strategy
- ClearBridge Dividend Strategy ESG
- 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 Growth ESG Catholic Values
- ClearBridge Large Cap Value
- ClearBridge Large Cap Value ESG
- ClearBridge Large Cap Value ESG Catholic Values
- ClearBridge Mid Cap Core
- ClearBridge Multi-Cap Growth Equity
- ClearBridge Multi Growth ESG
- ClearBridge Small Cap Growth
- ClearBridge Small Cap SMA
- Contrarian Core
- Dividend Income
- Dividend Opportunity
- Select Large Cap Growth
- Small Cap Growth
- Large Cap Value
- Balanced Growth (Gov/Credit)
- Large Cap Growth
- Large Cap Growth Balanced Gov’t Only
- Mid Cap Growth
- Small Cap Growth
- SMID Growth
D
-
Davis Advisors
Dana Investment Advisors
Dearborn Partners LLC
Delaware/ Macquarie
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
- Large Cap Value
- LCV Tax Managed by Parametric
- Parametric Portfolio Associates TABS Enhanced Municipal Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Intermediate
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Long
- Parametric Portfolio Associates TABS Enhanced Municipal Ladder Short
- Parametric Portfolio Associates TABS Enhanced Municipal Long
- Parametric Portfolio Associates TABS Enhanced Municipal Short
- SC Tax Managed by Parametric
- Small Cap
F
-
Fayez Sarofim
Federated Clover Investment Advisors
Federated Hermes, Inc.
- Core Aggregate
- Core Plus Fixed Income
- International Strategic Value Dividend ADR
- International Strategic Value Dividend ADR with MAP
- Strategic Value Dividend
- Franklin Dyna Tech SMA
- Franklin Income SMA
- Franklin Intermediate Fixed Income SMA
- Franklin Intermediate Municipal SMA
- Franklin Small Cap Growth SMA
- Dynamic Municipal Income
- Mid Cap Value
- Strategic Growth
- Tax Advantaged Core – MSCI EAFE ADR
- Tax Advantaged Core- S&P 500
- Tax Advantaged Core Strategy – Enhanced Dividend S&P 500
- Tax Advantaged Core – Russell 3000
- Comstock-Large Cap Value
- Diversified Dividend Strategy
- Growth and Income SMA
- Intermediate Municipal Income
- International Growth Equity ADR
- 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
- Invesco Corp Bond 100% IG SMA
- Invesco Corp Bond 75% IG SMA
- Invesco Corp Bond 50% IG SMA
- Invesco Int Corp Bd 100% IG SMA
- Invesco Int Corp Bd 75% IG SMA
- Invesco Int Corp Bd 50% IG SMA
- Investment Grade Floating Rate Bond SMA
- Investment Grade Taxable Enhanced Cash
- Limited Term Municipal Income
- Mid Cap Growth
- Real Estate Securities
- Tax-Free Enhanced Cash
- U.S. Treasury Ladder 1-12 Month
- U.S. Treasury Ladder 1-24 Month (IVC
- U.S. Treasury Ladder 1-5 Year (IVC
- Focused Large Cap Growth Equity SMA
- Global Opportunities
- International Opportunities ADR
- JMA Natural Resources
- Large Cap Growth
- Mid Cap Growth
- Equity Income SMA
- Growth Advantage
- Intermediate Municipal Bond
- International Equity ADR
- Large Cap Growth Managed Account
- Mid Cap Growth
- Mid Cap Value
- Municipal STEPS 1-5 Year
- Municipal STEPS 1-10 Year
- Municipal STEPS 1-17 Year
- Municipal STEPS Yield Curve Enhanced
- Small Cap Equity SMA
- US Equity SMA
- US Value SMA
- Value Advantage
- Emerging Markets Core Equity ADR
- Emerging Markets Select ADR Equity
- EM Core ex-China ADR
- Developing Markets Equity Select ADR
- 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
- All Cap Growth Balanced with GSM5 Taxable 60/40
- All Cap Growth Balanced 70/30 Taxable
- All Cap Value Balanced 60/40 Taxable
- Appreciation Balanced with GSM5 Taxable 60/40
- Appreciation Balanced with Muni Tax Favored 60/40
- Legg Mason Appreciation Balanced 70/30 taxable
- Legg Mason Appreciation Balance w/ Muni 70/30
- Legg Mason Balanced Income
- Legg Mason Balanced Income w/ Muni
- Legg Mason Dividend Strategy Balanced with GSM5 Taxable 60/40
- Legg Mason Dividend Strategy Balanced with Muni Tax Favored 60/40
- 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 ESG Balanced with GSM5 70/30
- Legg Mason Large Cap Growth ESG Balanced with GSM5 Taxable 60/40
- Legg Mason Large Cap Growth Balanced 60/40 Taxable
- 1-3 Year Government Bond
- All Government
- Core Fixed Income
- Core Plus
- Government/Credit Bond Portfolio
- Intermediate Municipal
- Large Cap Growth
- Medium Duration Municipal Bond
- SMID CAP Equity
- Convertibles MA
- Intermediate Muni SMA
- Large Cap Value Equity
- Limited Duration SMA
- 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
- Multi Cap Value Equity
- Municipal
G
-
Geneva Capital Management
Globalt Investments
Goldman Sachs Asset Mgmt.
H
-
Hahn Capital Management
Harding Loevner Management
Harris Associates
Hartford Funds
Hudson Edge Investment Partners
I
-
IndexIQ Advisors
Invesco Advisers
J
-
Janus Henderson Investors
Jennison Associates
K
-
Karpus Investment Management
Kayne Anderson Rudnick Investment
Kennedy Capital Management, Inc.
Kovitz Investment Group, LLC
L
-
Lazard Asset Management LLC
M
-
MacKay Shields
- Active Intermediate Duration
- Intermediate Corporate Bond
- Intermediate Government Only
- Intermediate Govt/Corp
- Large Cap Core
- Mid Cap Core
- Core Plus Fixed Income
- Core Plus Fixed Income (ETFs)
- Dividend Equity
- Global Core Equity (ETFs)
- Global Dividend
- Global Equity
- Impact Solutions Global Equity
- Impact Solutions US Equity
- Intermediate Municipal
- International Core Equity (ETFs)
- Laddered Municipal Intermediate
- Multi Asset Dynamic 40% Equity
- Multi Asset Dynamic 60% Equity
- Multi Asset Dynamic 80% Equity
- Multi Asset Dynamic Allocation 40% (UCIT)
- Multi Asset Dynamic Allocation 60% (UCIT)
- Multi Asset Dynamic Allocation 80% (UCIT)
- Multi-Manager Alternatives
- Municipal Plus FI (ETFs)
- NRC Eligible Preferred
- Short Duration Enhanced Fixed Income
- Strategic 10 Dividend
- Real Asset Equity Income
- US All Cap Growth
- US Core Equity (ETFs)
- US Long Run Value
- US Mid Cap Equity
- US Model
- US Sector Allocation (ETFs)
- American Funds Conservative Growth & Income (MAPS)
- American Funds ETF Conservative Growth & Income Model with Vanguard (MAPS)
- American Funds ETF Conservative Income & Growth Model with Vanguard (MAPS)
- American Funds ETF Conservative 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 Global Growth (MAPS)
- American Funds Growth (MAPS)
- American Funds Growth & Income (MAPS)
- American Funds Moderate Growth (MAPS)
- American Funds Moderate Growth & Income (MAPS)
- American Funds Retirement Distribution Income: Conservative (MAPS)
- American Funds Retirement Distribution Income: Enhanced (MAPS)
- American Funds Retirement Distribution Income: Moderate (MAPS)
- American Funds Tax-Aware Conservative Growth & Income (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 Growth TA (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Conservative (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Growth (MAPS)
- BlackRock Inc. Multi-Asset Income MF/ETF: Moderate (MAPS)
- BlackRock TA 0/100 UCITs
- BlackRock TA 100/0 UCITs
- BlackRock TA 20/80 UCITs
- BlackRock TA 40/60 UCITs
- BlackRock TA 60/40 UCITs
- BlackRock TA 80/20 UCITs
- 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 Aggressive (MAPS)
- Calvert Research and Management Responsible ESG Conservative (MAPS) Calvert Research and Management Responsible ESG Growth (MAPS)
- Calvert Research and Management Responsible ESG Moderate (MAPS)
- Columbia Active Risk Allocation Moderate Aggressive Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Conservative Portfolio (MAPS)
- Columbia Active Risk Allocation Moderate Portfolio (MAPS)
- First Trust Advisors Diversified Low Duration Fixed Income (MAPS)
- First Trust Advisors Limited Duration Municipal (MAPS)
- First Trust Advisors High Income (MAPS)
- First Trust Advisors High Income Municipal (MAPS)
- First Trust Advisors RBA US Equity ETF Model (MAPS)
- Franklin Templeton Dynamic Core Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Moderately Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Moderate Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Aggressive Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderately Conservative Model (MAPS)
- Franklin Templeton Dynamic Core Tax Advantaged Moderate Model (MAPS)
- Franklin Templeton Dynamic Income Conservative(MAPS)
- Franklin Templeton Dynamic Income Tax-Advantaged (MAPS)
- Franklin Templeton Dynamic Income Moderate (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 Global Multi-Asset Tactical ETF Portfolios 80/20 - Aggressive (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 100/0 - All Equity (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 60/40 - Balanced (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 20/80 - Conservative (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 70/30 - Growth (MAPS)
- JP Morgan Global Multi-Asset Tactical ETF Portfolios 40/60 - Stable (MAPS)
- JP Morgan Multi Asset Income: Moderate Conservative (MAPS)
- JP Morgan Multi Asset Income: Moderate (MAPS)
- JP Morgan Multi Asset Income: Moderate Growth (MAPS)
- MSIM Active Equity Portfolio MAPS
- MSIM Active Fixed Income Portfolio MAPS
- MSIM Conservative Flex Portfolio MAPS
- MSIM High Flex Portfolio MAPS
- MSIM Moderate Flex Portfolio MAPS
- Natixis Alternative Completion: Aggressive (MAPS)
- Natixis Alternative Completion: Conservative (MAPS)
- Natixis Alternative Completion: Moderate (MAPS)
- Natixis Tactical Allocation Aggressive (MAPS)
- Natixis Tactical Allocation All Equity (MAPS)
- Natixis Tactical Allocation Conservative (MAPS)
- Natixis Tactical Allocation Moderate Aggressive (MAPS)
- Natixis Tactical Allocation Moderate Conservative (MAPS)
- Natixis Tactical Allocation Moderate (MAPS) (MAPS)
- Nuveen ESG Aggressive Growth Portfolio (MAPS)
- Nuveen ESG All Equity Growth Portfolio (MAPS)
- Nuveen ESG Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Conservative Growth Portfolio (MAPS)
- Nuveen ESG Moderate Growth Portfolio (MAPS)
- Nuveen Tax Exempt Conservative Income (MAPS)
- Nuveen Tax Exempt High Yield (MAPS)
- Nuveen Tax Exempt Moderate Income (MAPS)
- PIMCO Capital Preservation (MAPS)
- PIMCO Enhanced Core (MAPS)
- PIMCO Income Focus (MAPS)
- Siegal WisdomTree Global Equity Model (MAPS)
- Siegel WisdomTree Longevity Model (MAPS)
- Access Zero International Developed ADR
- Access Zero US Large Cap Blend
- Access Zero US Large Cap Growth
- Access Zero US Large Cap Value
- AEA Enhanced Index Russell 1000
- AEA Legacy Equity Strategy Custom
- AEA US CORE CUSTOM
- AEA US Model and Dividend Step Custom
- Applied Eq Adv-Global Core
- Applied Eq Adv-Gbl Concen
- Applied Eq Adv Russell 3000
- Applied Eq Adv Russell 1000
- Applied Eq Adv-US Core
- Defensive All World Core Equity
- Defensive European Large Cap Core
- Defensive International Core Equity
- Global Franchise
- Growth SMA
- International Resilience
- MSIM Defensive U.S. Large Cap Core Equity
- Preferred Securities
- Preferred Securities (Custom)
- Short Duration Municipal
- Short Term Corporate Bond
- Dynamic Core Equity
- Emerging Markets Equity ADR
- Energy Transition & Infrastructure Plus (K1)
- Energy Transition & Infrastructure (Non K1)
- International ADR
- Large Cap Value
- Small Cap Intrinsic Value (WRAP)
- Sustainble Equity (WRAP)
- Dividend Growth
- Dividend Value
- Flexible Income
- Intermediate Municipal Bond
- Large Cap Value Opportunities
- Large Cap Value Balanced
- International Value ADR
- Municipal Bond Laddered Strategy 1-7 year
- Municipal Bond Laddered Strategy 1-10 year
- Municipal Bond Laddered Strategy 1-15 year
- Municipal Bond Laddered Strategy 5-15 year
- Municipal Bond Laddered Strategy 10-25 year
- Municipal Limited Maturity
- Municipal Long-Term Composite
- Municipal Total Return
- Special Equity
- Stable Growth
- Calvert Int ADR TaxMngd by PPA
- Cap Group Intl Equity by PPA
- Cap Group US Income & Growth by PPA
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset Russell 3000 / Intermediate Laddered Muni (60/40)
- Custom Multi-Asset Russell 3000 / Short Laddered Muni (60/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Corporate (60/40)
- Custom Multi-Asset S&P 500 / Intermediate Laddered Muni (60/40)
- Custom Multi-Asset S&P 500 / MSCI EAFE ADR / Intermediate Laddered Corporate (30/30/40
- Custom Multi-Asset S&P 500/ MSCI EAFE ADR / Intermediate Laddered Muni (30/30/40)
- Custom Multi-Asset S&P 500/MSCI EAFE ADR / Short Laddered Muni (30/30/40)
- Custom Multi-Asset S&P 500 / Short Laddered Muni (60/40)
- MS Intl Resili Tax Mngd by PPA
- MS Glob Franch Tax Mngd by PPA
- MS Managed Municipal Intermediate
- PPA $25 Preferred
- PPA CC Developed WrldExUSADR
- PPA CC U.S. Broad 1500
- PPA CC U.S. Broad Cap Growth
- PPA CC U.S. Broad Cap Value
- PPA CC U.S. Midcap
- PPA Custom Core Enhanced Income
- PPA Custom Core Enhanced Income Core
- PPA Custom Core Enhanced Income Core Tax-Adv
- PPA Custom Core Enhanced Income Tax-Adv
- PPA Custom Core Developed Intl Value ADR
- PPA Custom Core Developed World ADR
- PPA Custom Core Developed World Value ADR
- PPA Custom Core Global ADR
- PPA Custom Core Global ex US ADR
- PPA Custom Core Midcap 400 Value
- PPA Custom Core Russell 2500
- PPA Custom Core US Developed International Gender Lens
- PPA Custom Core U.S. Large Cap Equal Weight
- PPA Custom Core US Large Cap Gender Lens
- PPA Custom Core U.S. Large Cap Growth
- PPA Custom Core U.S. Large Cap Value
- PPA Custom Core US Large Mid Cap Core
- PPA Custom Core US Large Mid Cap Growth
- PPA Custom Core US Large Mid Cap Value
- PPA Custom Core U.S. Megacap
- PPA Custom Core US Mid Cap
- PPA Custom Core U.S. Mid and Small Cap
- PPA Custom Core U.S. Midcap Value
- PPA Custom Core US Small Cap
- PPA Custom Core U.S. Small Cap 2000
- PPA Custom Core U.S. Small Cap 600 Growth
- PPA Custom Core U.S. Small Cap 600 Value
- PPA Managed Preferred
- PPA Managed Short Duration Corporate
- PPA NRC Preferred
- PPA TABS Managed Municipal Intermediate
- PPA TABS Managed Municipal Long
- PPA TABS Managed Municipal Short
- PPA TABS Municipal Ladder Intermediate
- PPA TABS Municipal Ladder Long
- PPA TABS Municipal Ladder Short
- PPA TABS Total Return Intermediate
- PPA TABS Total Return Limited
- PPA TABS Total Return Long
- PPA Tax Efficient Balanced Growth Strategy
- PPA Tax Efficient Equity Only Strategy
- PPA Tax Efficient Income Strategy
- PPA Tax Efficient Market Growth Strategy
- PPA Tax Efficient Mod1 HM Strategy
- PPA Tax Efficient Mod2 HM Strategy
- PPA Tax Efficient Opportunistic Growth Strategy
- PPA Tax Efficient Wealth Conservation Strategy
- PPA Tax Harvest Core US Broad Cap
- PPA Tax Harvest Core US Large Cap
- PPA Tax Managed Core
- PPA Tax Managed KLD400
- PPA Tax Managed MSCI EAFE ADR
- PPA Tax Managed RU 3000
- PPA Tax Optimized Ladder Intermediate
- PPA Tax Optimized Ladder Short
- PPA U.S. Corporate Ladder Intermediate
- PPA U.S. Corporate Ladder Short
- PPA U.S. Treasury Ladder 1-5 Year
- PPA U.S. Treasury Ladder 1-12 Months
- PPA U.S. Treasury Ladder 1-24 Months
- 1-6 Year National Muni Ladder
- 1-12 Year National Muni Ladder
- 1-18 Year National Muni Ladder
- 3-11 Yr National Muni Ladder
- 3-17 Yr National Muni Ladder
- Municipal Bonds for Managed Accounts
- Municipal Income Opportunity SMA: 10% Fixed Income Shares Series TE
- Municipal Income Opportunity SMA: 20% Fixed Income Shares Series TE
- Municipal Income Opportunity SMA: 40% Fixed Income Shares Series TE
- PIMCO Corporate Bond Ladder 1-3 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
- Real Return for Managed Accounts
- Total Return for Managed Accounts
- Sustainable Leaders
- Ultra Short Duration Income Managed Account
- US Large Cap Value Equity Concentrated
- None available at this time
- Core Strategy
- Emerging Markets ADR
- International ADR
- Intermediate Strategy
- Long Duration Strategy
- Strategic Core
- Core Taxable Fixed Income
- ESG Cash Management
- ESG Short Term Fixed Income
- Intermediate Corporate Only
- Intermediate Taxable
- Short Term Taxable Fixed Income
- Blue Chip Growth
- International Core Equity ADR
- US Dividend Growth Equity
- US Large Cap Equity Income
- US Risk Managed Dynamic Allocation
- US Value Equity
- Active Bond Aggregate
- Active Bond Gov/Corp
- Core Fixed Income
- Core Fixed Income Plus
- Corporate Bond Ladder Portfolios (1-5 Year)
- Corporate Bond Ladder Portfolios (1-10 Year)
- Current Market Municipal Portfolio
- GSM 3
- GSM 5
- GSM 7
- GSM Gov/Corp
- Municipal Portfolios
- Short Term Municipal Fixed Income
- Western Asset Muni Opportunities
- None available at this time
- None available at this time
-
Madison Investment Advisors
N
-
Natixis Advisors, LLC
Neuberger Berman
O
-
Oak Ridge Investments
O'Shaughnessy Management
P
-
Pacific Income Advisors
Parametric Portfolio Associates
Q
R
-
Ramirez Asset Management
S
-
Sage Advisory Services
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