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.
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.
Learn more about Investing in Artificial Intelligence and Automation
How to Choose a Sustainable Mutual Fund

How to Choose a Sustainable Mutual Fund

Identifying sustainable investments that are truly focused on environmental and social goals can be harder than you might expect. Here’s how to go about it.
Learn more about How to Choose a Sustainable Mutual Fund
Addressing Gender Diversity in Impact Investing

Addressing Gender Diversity in Impact Investing

Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate.
Learn more about Addressing Gender Diversity in Impact Investing

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.

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.

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.
Ready to start a conversation? Contact The Forster Group today.
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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.

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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.

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