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.
Why Having a Goal Is Key to Investing

Why Having a Goal Is Key to Investing

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how.
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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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GIMA Basic Template

GIMA Basic Template

Another type of strategy that has gained interest is the use of options to generate income and/or provide some hedge from equity.
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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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Real World Budgeting Tips

Real World Budgeting Tips

Creating a budget can alleviate your money stress. Learn some simple steps to get started.
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Time to Look Overseas?

Time to Look Overseas?

So far this year, economic growth slowed in many foreign markets and strengthened in the U.S., but that situation could reverse later this year.
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Eight Long-Term Trends for Growth Investors

Eight Long-Term Trends for Growth Investors

By tilting your portfolio toward these key themes, you may be able to generate higher returns and avoid industries poised to shrink.
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The Surprising Connection Between Golf and Investing

The Surprising Connection Between Golf and Investing

Are good golfers also good investors? A professional in both the game and the market draws out the parallels between golf and investing in the market.
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Taking Aim at Target Date Portfolios

Taking Aim at Target Date Portfolios

For investors who are not inclined to reassess and tweak their portfolios every year, target date portfolios can be an effective way to invest for retirement.
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Understanding Bank Preferreds

Understanding Bank Preferreds

In the current low interest rate environment, many investors are turning to preferreds for income, but it’s important to understand their risks as well as their advantages.
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The Case for Industrials

The Case for Industrials

Concern about global trade tensions has hurt industrial stocks. But that risk may now be largely priced in and valuations look attractive.
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Risks and Opportunities of Climate Change

Risks and Opportunities of Climate Change

Climate change presents risks, but there are ways for investors to take part in positive change.
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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
Rational Investing in an Age of Uncertainty

Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?
Learn more about Rational Investing in an Age of Uncertainty

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.
Ready to start a conversation? Contact Michael Chong today.
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 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.

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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, 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.


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