Fiduciary Consulting Group
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We look forward to starting the conversation on how we can help.1Not all services are available in all jurisdictions
2Assets advised or under management as of 12/31/2024
3The ratio is as of 12/31/2024 and calculated based on total number of Fiduciary Consulting Group investment and support personnel
OCIO services may be provided by Fiduciary Consulting Group or Wealth Management and Educational services are offered through Wealth Management
Morgan Stanley Institutional Investment Advisors LLC (MSIIA) is registered with Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, as amended, which means Morgan Stanley Institutional Investment Advisors LLC is a fiduciary when providing investment advisory services. The Fiduciary Consulting Group is a separate business unit within Morgan Stanley Institutional Investment Advisors LLC (“MSIIA”).
When Morgan Stanley Institutional Investment Advisors LLC, its affiliates and consultants provide “investment advice” regarding a retirement plan account, Morgan Stanley Institutional Investment Advisors 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 Institutional Investment Advisors provides investment education or otherwise does not provide “investment advice”, Morgan Stanley Institutional Investment Advisors LLC will not be considered a “fiduciary” under ERISA and/or the Code.
The purpose of this website is for distribution of general information about our services and not a solicitation to deliver personalized investment advice. Not all services are available in all jurisdictions.
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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Institutional Investment Advisors recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy.
Tax laws are complex and subject to change. Morgan Stanley Institutional Investment Advisors and its affiliates 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 and other legal matters.
This website may include informational links to services provided by an affiliate of Morgan Stanley Institutional Investment Advisors, Morgan Stanley Smith Barney LLC. These links are provided only as a convenience. The inclusion of any link is not and does not imply sponsorship, endorsement, approval, investigation, verification. In no event shall Morgan Stanley Institutional Investment Advisors be responsible for the information contained on that site or your use of or inability to use such site. For additional information, please reach out to your Morgan Stanley Institutional Investment Advisors consultant.
Additional information about the Fiduciary Consulting Group is also available on the SEC’s website at: www.adviserinfo.sec.gov.
CRC4218634 04/2025
2Assets advised or under management as of 12/31/2024
3The ratio is as of 12/31/2024 and calculated based on total number of Fiduciary Consulting Group investment and support personnel
OCIO services may be provided by Fiduciary Consulting Group or Wealth Management and Educational services are offered through Wealth Management
Morgan Stanley Institutional Investment Advisors LLC (MSIIA) is registered with Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, as amended, which means Morgan Stanley Institutional Investment Advisors LLC is a fiduciary when providing investment advisory services. The Fiduciary Consulting Group is a separate business unit within Morgan Stanley Institutional Investment Advisors LLC (“MSIIA”).
When Morgan Stanley Institutional Investment Advisors LLC, its affiliates and consultants provide “investment advice” regarding a retirement plan account, Morgan Stanley Institutional Investment Advisors 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 Institutional Investment Advisors provides investment education or otherwise does not provide “investment advice”, Morgan Stanley Institutional Investment Advisors LLC will not be considered a “fiduciary” under ERISA and/or the Code.
The purpose of this website is for distribution of general information about our services and not a solicitation to deliver personalized investment advice. Not all services are available in all jurisdictions.
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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Institutional Investment Advisors recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy.
Tax laws are complex and subject to change. Morgan Stanley Institutional Investment Advisors and its affiliates 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 and other legal matters.
This website may include informational links to services provided by an affiliate of Morgan Stanley Institutional Investment Advisors, Morgan Stanley Smith Barney LLC. These links are provided only as a convenience. The inclusion of any link is not and does not imply sponsorship, endorsement, approval, investigation, verification. In no event shall Morgan Stanley Institutional Investment Advisors be responsible for the information contained on that site or your use of or inability to use such site. For additional information, please reach out to your Morgan Stanley Institutional Investment Advisors consultant.
Additional information about the Fiduciary Consulting Group is also available on the SEC’s website at: www.adviserinfo.sec.gov.
CRC4218634 04/2025
