Our Story and Services

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of private & public corporations, non-profits, individuals, family offices and other significant investors who are looking for a customized investment strategy for a liquidity-focused portfolio.  Since joining Morgan Stanley in 1977,  the Hayes Basich Cash Management Group has managed portfolios ranging from several million to more than $1.2 billion with most client mandates in the $10 to $250 million range. The common theme among these clients is that the funds entrusted to our management are eventually going to be used for something else.  Whether for building a new business, mergers and acquisitions, capital expenditures or future investments, liquidity-focused investing requires a client-specific approach and investment strategy that should be delivered by a team specialized in such strategies.  The Hayes Basich Cash Management Group can provide those strategies to meet your needs.  We look forward to learning more about you and your goals and the opportunity to discuss the resources we can place at your disposal.
Services Include
  • Investment Management
  • Corporate Services
  • Pre-Liquidity Planning
  • Risk Management
  • Open-Architecture Platform
  • Consolidated Reporting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*


In a landscape of market volatility and expanding, evolving regulatory requirements, it has become increasingly challenging to effectively manage the cash flow that is critical to your lifestyle and your business. At the Hayes Basich Group at Morgan Stanley Private Wealth Management, we focus on providing our clients with an outsourced, turnkey advisory investment management solution. Our core competency is cash management, and we have the skills, knowledge and experience to help you maintain a proper balance of liquidity, capital preservation and growth potential.

We serve a select, but diverse, group of clients, from ultra high net worth families, nonprofits and endowments to startups, mid-cap private companies and large public corporations. Our goal is to function as an integral component of your treasury staff and an extension of your team. With our highly consultative approach, we help you create and implement a customized investment plan, and deliver the resources of Morgan Stanley to address any challenge you face.

Our mission is to provide you with a best-in-class advisory and execution cash management relationship, one that is distinguished by personalized, not institutionalized service. By leaving your day to day cash management activities to us, you have the freedom to focus on what you do best and what matters to you most.

We look forward to learning more about you and your goals, and discussing how we can help you safeguard and grow what you have worked so hard to achieve.


    Headquartered in San Francisco, California, our team serves a broad base of clients, including ultra high net worth individuals and families, family offices, startups, mid-cap private companies, large public corporations, nonprofits and endowments.

    Each client can expect a custom, diversified, high-quality short-duration fixed income portfolio to meet their liquidity and capital preservation needs. We also provide access to Clearwater Treasury Analytics, a leading-edge, fully-integrated reporting platform that gives each client direct access to a comprehensive view of their portfolio risk, compliance, performance and accounting.


      555 California Street, 14th
      San Francisco, CA 94104
      (415) 576-2140(415) 576-2140

      Meet Hayes Basich Cash Management Group

      Photo of Jeff Basich

      Jeff Basich

      First Vice President, Private Wealth Advisor, Corporate Cash Investment Director

      (415) 576-2140(415) 576-2140

      About Me

      Jeff is a Private Wealth Advisor and a PWM Director of Business Strategy within the Private Wealth Management division of Morgan Stanley.  Prior to joining Morgan Stanley in 1997, he attended California State University, Chico where he received a Bachelor of Science in Finance.   Jeff’s primary focus is trading, and reporting for cash management portfolios; additional responsibilities include risk analysis and market commentary.   With over  20 years’ experience in Private Wealth Management, he brings diverse expertise to his position.

      Outside of work, Jeff is an avid runner and coaches youth basketball.   A native Californian, he currently lives in Petaluma with his wife, Alisha and their daughters, Madeline and Isabella.

      Jeff is Series 7, 63 and 66 licensed.

      Phone: (415) 576-2140
      Email:  Jeff.basich@morganstanleypwm.com
      Securities Agent: TX, CA, WY, WA, VT, VA, UT, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, HI, FL, DE, DC, CT, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1569123

      About Me

      Haylie is a Client Service Associate with primary focus in portfolio analysis, allocation, marketing and customer support for our corporate cash clients. Prior to joining Morgan Stanley in 2017, she was an Associate in Goldman Sachs’ finance division, supporting the Investment Banking Division. At Goldman Sachs, she specialized in debt and equity capital market issuances, regulation, and risk management. Haylie attended University of Southern California where she earned a Bachelor of Arts in History and a Master of Accountancy. In her spare time, Haylie likes to run and spend time outdoors. Haylie is Series 7 and 66 licensed.
      Investment and Market Perspectives

      On the Markets

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

      Managing Significant Wealth

      • Investment Management
      • Wealth Transfer & Philanthropy
      • Cash Management & Lending
      • Family Governance & Wealth Education
      • Signature Access
      • Business Services
      Overview of Wealth Planning Structures

      Overview of Wealth Planning Structures

      Trusts can help you effectively redistribute wealth among family members as the value of your company increases.

      More from Morgan Stanley

      Consolidate Your Cash at a Competitive Rate

      Consolidate Your Cash at a Competitive Rate

      2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
      Learn more about Consolidate Your Cash at a Competitive Rate
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Ready to start a conversation? Contact Hayes Basich Cash Management Group today.
      Market Information Delayed 20 Minutes
      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

      CRC 2019752 10/2018