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Who We Are The Fiduciary Consulting Group, which was formed through the strategic acquisitions of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions. We serve some of the largest corporate institutions, government entities, endowments and foundations across North America. What We Do Our mission is straightforward: to deliver unbiased, independent and transparent advice to our clients. As fiduciaries, our investment-agnostic approach ensures that our clients' interests come first. With deep expertise and personalized service, our consultants help navigate complex fiduciary landscapes, empowering clients to strategically position themselves and their participants for financial success. MSIIA offers a comprehensive suite of solutions including:
- Institutional Services
- Business Succession Planning
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2Assets as of 11/30/2024
3The ratio is as of 12/31/2024 and calculated based on total number of Fiduciary Consulting Group investment and support personnel
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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