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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
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  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
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  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
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- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
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Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
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Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

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Retirement

Our retirement consultants and advisors offer a wide range of customized investment solutions and advice to address your organization’s retirement plan needs and provide participant education to help your employees build enduring financial security.

Navigating a Dynamic Retirement Landscape

In this competitive, dynamic environment, many organizations are rethinking how to design and maintain their retirement plans in alignment with their financial goals
and constraints.

Achieving the goals of both your organization and your employees requires a collaborative partner who can help you across all elements of a plan offering. At Morgan Stanley, we understand the nuances and complexities of defined contribution, defined benefit, and nonqualified plans, and can help your organization:

Fulfill your fiduciary responsibilities

Identify and work with service providers

Engage employees through financial education

Navigate changing regulatory requirements

Manage risks and cash flows

A Customized Retirement Plan for Your Organization

Our consultants help guide you through the many decisions involved in building effective retirement plans that are tailored to the needs of your organization and workforce.

solution

Defined Contribution Consulting

We are uniquely equipped to guide your defined contribution plan through the complex, interrelated decisions involved in building an effective retirement plan that addresses the needs of your organization and workforce.

solution

Defined Benefit Consulting

We can help you strengthen the health of your defined benefit plan. Whether you seek to grow assets to improve your funded ratios, minimize funded status risk, or de-risk your portfolio, we can develop a customized approach to help protect your plan participants and support your plan’s goals.

solution

Nonqualified Deferred Compensation

Nonqualified deferred compensation (NQDC) plans can be powerful tools to attract and retain executives and other key employees. Our consultants can help develop an NQDC plan that is carefully integrated with other elements of your organization’s retirement plan and overall compensation program.

service

Executive Services

We provide specialized guidance to help public company executives navigate the complex legal landscape of corporate insider stock transactions — including the design, administration and execution of 10b5-1 trading plans. We also offer a dedicated service to help executives access wealth management and tax-mitigation strategies.¹

solution

Corporate Cash Management

We offer a spectrum of cash management products and solutions to meet your specific liquidity needs and investment parameters. Solutions are available on discretionary and nondiscretionary bases and are focused on customization, capital preservation and liquidity — all through one point of contact.

service

Investment Banking & Capital Markets

Our integrated investment bank advises corporations, organizations and governments on complex and transformative strategic events, as well as originates, structures and executes public and private placement of equity and debt.

Holistic Partnership to Help Achieve Your Plan's Goals

Through collaboration and consultation, we deliver four specialized service areas to help you build a retirement plan that aligns with  your objectives.

Plan Evaluation and Design

Each engagement starts with extensive conversations to understand what you want to accomplish for both your employees and your organization through your retirement plan. We then review the existing plan thoroughly to identify gaps and areas for improvement, benchmark against industry best practices and document a prudent path for strengthening your plan.

Plan Management

Drawing on our robust resources and knowledge of the regulatory environment, we help you fulfill your fiduciary responsibilities, act as an advocate with service providers and provide unmatched levels of client service.

Investment Management

Our global resources in strategic and tactical asset allocation, manager selection and review, and capital markets have made us a trusted partner to some of the world’s most sophisticated institutional investors. Our commitment to objectivity and transparency defines our open-architecture platform. To eliminate conflicts of interest, our investment platform excludes Morgan Stanley managers and funds unless specifically requested by clients.

Plan Participation

The success of a retirement plan depends on having an engaged workforce who understands how the plan strengthens their financial and retirement preparedness. We offer a full suite of content and services to encourage participation and to provide support for your employees’ financial education journeys.

Explore Our Insights

Stay informed on the latest developments in the retirement space, including market trends, workplace benefits and more.

Research

State of the Workplace 2024 Financial Benefits Study

Investing

How Retirement Plans Influence Healthcare Acquisitions

Market Trends

Stock Plan Benefits Are a Vital Tool for Employee Retention

View More Insights

Let's Talk

We look forward to starting the conversation on how we can help.

Institutional Consulting Solutions

Discover a full spectrum of investment consulting and customized solutions for institutional investors.

LEARN MORE

Disclosures

¹Certain products and services require individual Morgan Stanley Wealth Management accounts.

Asset allocation does not guarantee a profit protect against loss.

When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”),  Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change.

Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

Morgan Stanley Institutional Investment Advisors LLC (MSIIA) is an investment advisor registered with SEC. The purpose of this website is for distribution of general information about our services and not a solicitation to deliver personalized Investment advice. Any communications with prospective clients residing in international jurisdictions where MSIIA is not registered may be limited so as not to trigger registration or licensing requirements.

Morgan Stanley is registered as an investment adviser under the Investment Advisers Act of 1940, as amended, which means Morgan Stanley is a fiduciary when providing investment advisory services.

The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy.

Morgan Stanley offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program.

Morgan Stanley's investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. The advisory program you choose is described in the applicable Morgan Stanley Smith Barney LLC ADV Brochure, available at www.morganstanley.com/ADV.

Check the background of our Firm and investment professionals on FINRA's Broker/Check

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