Matthew Dow Teems
Senior Vice President,
Financial Advisor
Direct:
(202) 862-9004(202) 862-9004
My Mission Statement
I provide strategic, tailored advice and results-oriented solutions for select group of not-for-profit institutions, endowments, foundations, and ultra high-net-worth individuals and family offices.
My Story and Services
For over 20 years, Matt has served Washington's non-profit community with sound analysis and advice to help meet their short and long term financial goals.
As an undergraduate, Matt built a strong understanding of both the markets and the economic forces that drive them. He added to this study with graduate work in taxation and risk management. In 2002, Matt's education, experience, and ethical practice earned him CFP® certification awarded by the Certified Financial Planner Board of Standards.
As a frequent keynote speaker, Matt has addressed forums from Capitol Hill to Corporate boardrooms. He has guest lectured for the graduate business program at American University and George Mason University, as well as mentor finance fellows in the Robert H. Smith School of Business at his alma mater the University of Maryland. Over the years, Matt has published articles on financial planning topics varying from issues facing expatriates to strategies for families with special needs children.
Matt has been active in his community through service on the Board of Directors of the Fellowship of Christian Athletes (FCA), 2006-08 as Chairman, the Board of Trustees and Session of the National Presbyterian Church, elected to Board President, and on the Board of Directors of the Chevy Chase Citizens Association 2022-24. Most recently, he served on the Board of Governors of The University Club of Washington, DC, where he plays squash, swims and trains for triathlons.
As an undergraduate, Matt built a strong understanding of both the markets and the economic forces that drive them. He added to this study with graduate work in taxation and risk management. In 2002, Matt's education, experience, and ethical practice earned him CFP® certification awarded by the Certified Financial Planner Board of Standards.
As a frequent keynote speaker, Matt has addressed forums from Capitol Hill to Corporate boardrooms. He has guest lectured for the graduate business program at American University and George Mason University, as well as mentor finance fellows in the Robert H. Smith School of Business at his alma mater the University of Maryland. Over the years, Matt has published articles on financial planning topics varying from issues facing expatriates to strategies for families with special needs children.
Matt has been active in his community through service on the Board of Directors of the Fellowship of Christian Athletes (FCA), 2006-08 as Chairman, the Board of Trustees and Session of the National Presbyterian Church, elected to Board President, and on the Board of Directors of the Chevy Chase Citizens Association 2022-24. Most recently, he served on the Board of Governors of The University Club of Washington, DC, where he plays squash, swims and trains for triathlons.
Securities Agent: PA, NC, IL, WI, VT, VA, OH, NY, NH, MN, MD, MA, GA, FL, DE, DC, CA, AZ, AL, AK, AR, CO, CT, HI, IA, ID, IN, KS, KY, LA, ME, MI, MO, MS, MT, ND, NE, NJ, NM, NV, OK, OR, PR, RI, SC, SD, TN, TX, UT, VI, WA, WV, WY; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
INSTITUTIONAL & NOT-FOR-PROFIT CLIENTS
Your organization has many responsibilities—to shareholders, employees, and their families. Today, successfully meeting those responsibilities has become more complex.
We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Here's how we can help support you in your fiduciary role:
We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Here's how we can help support you in your fiduciary role:
Organizational Assessment
Our relationship begins with a conversation. We will gain a thorough understanding of your organization’s mission and history, investment objectives, asset & liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.
Investment Policy and Statement Review
We work with you to align our advice and guidance with your organization’s mission. Once your goals are clearly understood and defined, we evaluate your investment policy statement to help ensure appropriate benchmarks and procedures are aligned with your objectives.
Asset Allocation Study
To assist in creating a custom asset allocation tailored to your investment constraints and risk considerations, we build your investment strategy and leverage the work of our highly experienced Morgan Stanley Wealth Management Global Investment Committee.
Ongoing Review and Monitoring
Our sophisticated measurement and risk analysis reporting tools and our enhanced customized reports are designed to present a clear picture of your investment results. We regularly monitor and review changing market conditions, investment performance, and your evolving organizational goals.
Reporting and Communication
We’ll keep your investment committee well-apprised of performance. As often as you wish, we’ll work with them to provide up-to-date information.
Investment Manager Evaluation
We have the flexibility to conduct due diligence on managers you retain, even those not covered by our manager due diligence team.
Opportunities in Alternative Investments
We are a leading provider of alternative investment strategies with expertise that spans across hedge funds, private equity, private credit, real estate, infrastructure, and custom multi-asset solutions.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Hedge Funds
We specialize in delivering a broad range of hedge fund portfolio solutions to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners.
Private Credit
We focus on segments of the credit markets where we believe our unique expertise, patient capital and access to the unparalleled resources of Morgan Stanley provide us with a sustainable competitive advantage.
Real Estate
We manage global value-add/opportunistic and regional core real estate investment strategies. The team's experience encompasses a broad array of asset classes, geographic regions and investment themes across all phases of the real estate cycle.
Infrastructure
As an infrastructure investor, we seek assets that perform essential services to society while generating stable, predictable cash flows that are linked to inflation.
Custom Multi-Asset Solutions
We specialize in managing custom alternative investment solutions that enable us to address the unique risk, return and liquidity objectives of our clients.
We work with individuals & institutions who want their investable dollars to support their values
Once considered a niche investment trend, sustainable and impact Investing has evolved into one of the top areas of interest for individual investors and institutions alike. Launched in 2012, the Investing with Impact Platform is designed to help our clients invest in products and solutions that target market-rate financial returns alongside positive environmental and/or social impact.
The Investing with Impact Platform includes a large range of investment and manager options across the public and private markets, allowing us to strategically integrate mission-alignment and impact throughout the entire investment portfolio for clients seeking greater total portfolio activation. Investment opportunities span the spectrum from minimizing objectionable impact through restriction screening to targeting positive impact through environmental, social and governance integration, to thematic exposure and impact investing.
Where high-quality products currently do not exist, we work with asset manager partners to create them. Because of the size and depth of our firm, we believe Morgan Stanley is uniquely positioned to create highly customized market-rate competitive sustainable investment offerings. Whether you’re just beginning to consider impact strategies or are transitioning to a more proactive focus across your entire organization, we have the skills, expertise and tools to bring clarity and structure to your vision.
The Investing with Impact Platform includes a large range of investment and manager options across the public and private markets, allowing us to strategically integrate mission-alignment and impact throughout the entire investment portfolio for clients seeking greater total portfolio activation. Investment opportunities span the spectrum from minimizing objectionable impact through restriction screening to targeting positive impact through environmental, social and governance integration, to thematic exposure and impact investing.
Where high-quality products currently do not exist, we work with asset manager partners to create them. Because of the size and depth of our firm, we believe Morgan Stanley is uniquely positioned to create highly customized market-rate competitive sustainable investment offerings. Whether you’re just beginning to consider impact strategies or are transitioning to a more proactive focus across your entire organization, we have the skills, expertise and tools to bring clarity and structure to your vision.
Broad-Based Sustainability
Exposure to companies from all sectors and industry groups that reflect the best environmental practices relative to industry peers, invest in companies with sustainable practices, including efficient natural resource use and efforts to reduce greenhouse gas emissions.
Climate Action
Investments in companies with products and services targeting key sustainability goals and climate solutions. Focus on investable themes that seek to improve climate change mitigation and/or adaption solutions.
Fossil Fuel Awareness
Eliminate or reduce exposure to companies producing coal, oil, and nuclear energy or owning significant fossil fuel reserves or bottom environmental performers.
Gender Lens
Avoid exposure to companies with poor gender diversity records while seeking companies with leading gender diversity records, including strong policies and programs, diverse board of directors and senior management.
Improving Lives
Investment focused on enterprises that deliver positive impact such as alleviating poverty and promoting community development.
Inclusive Workspace
Focus on companies or funds seeking to create an inclusive workspace through channels such as workplace equity, access to capital, and work/life balance programs.
Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-9004(202) 862-9004
Fax:
(202) 318-0582(202) 318-0582
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Matthew Dow Teems today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5When 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
