Investing

Our investing and wealth management offerings encompass every aspect of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to meet all of your life’s goals.
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.
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How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
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Morgan Stanley Skills for Amazon Alexa

Morgan Stanley Skills for Amazon Alexa

Enable Morgan Stanley Skills on Amazon Alexa to get our Thoughts on the Market, Ideas Briefing and more.
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Actively Pursuing Tax Alpha

Actively Pursuing Tax Alpha

Incorporating tax-sensitive investing can capitalize on market fluctuations and potentially yield better after-tax results.
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The Stock Market Today vs. the Dot-Com Era

The Stock Market Today vs. the Dot-Com Era

Stock market performance now has a lot in common with the late 1990s, but some important differences exist. What might that mean for future returns?
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The Morgan Stanley Franchise

The Morgan Stanley Franchise

Our global presence, vast resources and exceptional reputation underscore the strength of leadership at Morgan Stanley.
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Portfolio Management

Portfolio Management

As your life evolves and grows more complex, your financial strategy — and the options for implementing that strategy — tends to grow in complexity as well.
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Blockchain

Blockchain

As the price of cryptocurrencies like bitcoin have fluctuated wildly over the last year, bitcoin, and blockchain, the underlying technology that powers it, have captured the popular imagination.
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Washington Update

Washington Update

A Summary of Key Legislative and Regulatory Developments Affecting Retirement Savings.
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The Global Macro Analyst

The Global Macro Analyst

Commentary and analysis from Morgan Stanley Research on global market topics such as currencies, fixed income, commodities and equities.
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Is It Time to Sell Your Fund?

Is It Time to Sell Your Fund?

Investors typically spend a lot of time deciding when to buy a fund. But deciding when to sell can be just as important.
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Morgan Stanley's Institute for Sustainable Investing

Morgan Stanley's Institute for Sustainable Investing

Investors are now seeing that sustainable investing creates a positive impact as well as potentially promising returns.
Learn more about Morgan Stanley's Institute for Sustainable Investing
Breaking Down Your Budget

Breaking Down Your Budget

Managing your money can be stressful, but a budget can help. Learn the four steps to create one.
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How Olympic Skiers Avoid Slippery Financial Slopes

How Olympic Skiers Avoid Slippery Financial Slopes

After two Olympics, mogul skier Heather McPhie Watanabe knows something about smoothing out the financial bumps athletes often suffer during their quest for gold.
Learn more about How Olympic Skiers Avoid Slippery Financial Slopes
LifeView Financial Goal Analysis

LifeView Financial Goal Analysis

This detailed questionnaire will help us create a personalized strategy for you will enhance our conversation around your long-term goals.
Learn more about LifeView Financial Goal Analysis
The Capex Conundrum and Productivity Paradox

The Capex Conundrum and Productivity Paradox

The recent lack of capital expenditures or productivity growth in the current recovery is poised to turn around.
Learn more about The Capex Conundrum and Productivity Paradox
Cheap for No Good Reason

Cheap for No Good Reason

There is a rare opportunity for investors thinking long-term as others obsess over the moves in technology stocks.
Learn more about Cheap for No Good Reason

Products and Services for Investing

Asset management

Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Cash Management and Lending Solutions

Offering clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day liquidity needs with all of their long term ambitions.

Financial planning

Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs.

Alternative Investments

Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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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 or investment strategy will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, 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.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Impact Investing: The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.