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* Our Insights
Our Insights
* Personal Finance
* Market Trends
* Technology & Disruption
* Sustainability
* Diversity & Inclusion
STAY UP TO DATE
* Sign Up For Our Newsletter
* Listen To Our Podcasts
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* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Personal Finance
Learn from our industry leaders about how to manage your wealth and help
meet your personal financial goals.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Market Trends
From volatility and geopolitics to economic trends and investment
outlooks, stay informed on the key developments shaping today's markets.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Technology & Disruption
Whether it’s hardware, software or age-old businesses, everything today is
ripe for disruption. Stay abreast of the latest trends and developments.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Sustainability
Our insightful research, advisory and investing capabilities give us
unique and broad perspective on sustainability topics.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Diversity & Inclusion
Multicultural and women entrepreneurs are the cutting-edge leaders of
businesses that power markets. Hear their stories and learn about how they
are redefining the terms of success.
Featured
Sustainable Funds Beating Peers in 2023
INSTITUTE FOR SUSTAINABLE INVESTING
Globalization Makes Way for a Multipolar World
Research
Why Investors Should Track El Niño
Investing
* What We Do
What We Do
* Wealth Management
* Investment Banking & Capital Markets
* Sales & Trading
* Research
* Investment Management
* Morgan Stanley at Work
* Sustainable Investing
* Inclusive Ventures Group
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Wealth Management
We help people, businesses and institutions build, preserve and manage
wealth so they can pursue their financial goals.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Investment Banking & Capital Markets
We have global expertise in market analysis and in advisory and
capital-raising services for corporations, institutions and governments.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Sales & Trading
Global institutions, leading hedge funds and industry innovators turn to
Morgan Stanley for sales, trading and market-making services.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Research
We offer timely, integrated analysis of companies, sectors, markets and
economies, helping clients with their most critical decisions.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Investment Management
We deliver active investment strategies across public and private markets
and custom solutions to institutional and individual investors.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Morgan Stanley at Work
We provide comprehensive workplace financial solutions for organizations
and their employees, combining personalized advice with modern technology.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Sustainable Investing
We offer scalable investment products, foster innovative solutions and
provide actionable insights across sustainability issues.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Inclusive Ventures Group
From our startup lab to our cutting-edge research, we broaden access to
capital for diverse entrepreneurs and spotlight their success.
* About Us
About Us
* Core Values
* Leadership
* History
* Locations
* Diversity
* Sustainability
* Giving Back
* Technology
* Sponsorships
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Core Values
Everything we do at Morgan Stanley is guided by our five core values: Do
the right thing, put clients first, lead with exceptional ideas, commit to
diversity and inclusion, and give back.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Leadership
Morgan Stanley leadership is dedicated to conducting first-class business
in a first-class way. Our board of directors and senior executives hold
the belief that capital can and should benefit all of society.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
History
From our origins as a small Wall Street partnership to becoming a global
firm of more than 80,000 employees today, Morgan Stanley has been
committed to clients and communities for 87 years.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Locations
The global presence that Morgan Stanley maintains is key to our clients'
success, giving us keen insight across regions and markets, and allowing
us to make a difference around the world.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Diversity
Morgan Stanley is differentiated by the caliber of our diverse team. Our
culture of access and inclusion has built our legacy and shapes our
future, helping to strengthen our business and bring value to clients.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Sustainability
Our firm's commitment to sustainability informs our operations,
governance, risk management, diversity efforts, philanthropy and research.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Giving Back
At Morgan Stanley, giving back is a core value—a central part of our
culture globally. We live that commitment through long-lasting
partnerships, community-based delivery and engaging our best asset—Morgan
Stanley employees.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Technology
As a global financial services firm, Morgan Stanley is committed to
technological innovation. We rely on our technologists around the world to
create leading-edge, secure platforms for all our businesses.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Sponsorships
At Morgan Stanley, we believe creating a more equitable society begins
with investing in access, knowledge and resources to foster potential for
all. We are committed to supporting the next generation of leaders and
ensuring that they reflect the diversity of the world they inherit.
* Why Us
Why Us
* Why Morgan Stanley
* How We Can Help
* Building a Future We Believe In
* Get Started
* Stay in the Know
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Why Morgan Stanley
At Morgan Stanley, we focus the expertise of the entire firm—our advice,
data, strategies and insights—on creating solutions for our clients, large
and small.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
How We Can Help
We have the experience and agility to partner with clients from individual
investors to global CEOs. See how we can help you work toward your
goals—even as they evolve over years or generations.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Building a Future We Believe In
At Morgan Stanley, we put our beliefs to work. We lead with exceptional
ideas, prioritize diversity and inclusion and find meaningful ways to give
back—all to contribute to a future that benefits our clients and
communities.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Get Started
Meet one of our Financial Advisors and see how we can help you.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Stay in the Know
Get the latest insights, analyses and market trends in our newsletter,
podcasts and videos.
* Careers
Careers
* Students & Graduates
* Opportunities
* Experienced Professionals
* Opportunities
* Technology Professionals
* Experienced Financial Advisors
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Students & Graduates
A career at Morgan Stanley means belonging to an ideas-driven culture that
embraces new perspectives to solve complex problems. See how you can make
meaningful contributions as a student or recent graduate at Morgan
Stanley.
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Experienced Professionals
At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a
culture that values diverse perspectives, individual intellect and
cross-collaboration. See how you can continue your career journey at
Morgan Stanley.
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Experienced Financial Advisors
At Morgan Stanley, our premier brand, robust resources and market
leadership can offer you a new opportunity to grow your practice and
continue to fulfill on your commitment to deliver tailored wealth
management advice that helps your clients reach their financial goals.
Featured
Explore Our Culture
Careers
Yes, You Can Be a Tech Innovator at Morgan Stanley
Technology
* Investor Relations
* Media Relations
* Client Login
Client Login
* Morgan Stanley Online
* Morgan Stanley at Work
* Research Portal
* Matrix
* Morgan Stanley Online
* Morgan Stanley at Work
* Research Portal
* Matrix
* Investor Relations
* Media Relations
* Client Login
Client Login
* Morgan Stanley Online
* Morgan Stanley at Work
* Research Portal
* Matrix
* Morgan Stanley Online
* Morgan Stanley at Work
* Research Portal
* Matrix
* Our Insights
Our Insights
* Personal Finance
* Market Trends
* Technology & Disruption
* Sustainability
* Diversity & Inclusion
stay up to date
* Sign Up For Our Newsletter
* Listen To Our Podcasts
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* (opens in a new tab)
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Personal Finance
Learn from our industry leaders about how to manage your wealth and help
meet your personal financial goals.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Market Trends
From volatility and geopolitics to economic trends and investment
outlooks, stay informed on the key developments shaping today's markets.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Technology & Disruption
Whether it’s hardware, software or age-old businesses, everything today is
ripe for disruption. Stay abreast of the latest trends and developments.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Sustainability
Our insightful research, advisory and investing capabilities give us
unique and broad perspective on sustainability topics.
* At Morgan Stanley, we lead with exceptional ideas. Across all our
businesses, we offer keen insight on today's most critical issues.
Diversity & Inclusion
Multicultural and women entrepreneurs are the cutting-edge leaders of
businesses that power markets. Hear their stories and learn about how they
are redefining the terms of success.
Featured
Sustainable Funds Beating Peers in 2023
INSTITUTE FOR SUSTAINABLE INVESTING
Globalization Makes Way for a Multipolar World
Research
Why Investors Should Track El Niño
Investing
* What We Do
What We Do
* Wealth Management
* Investment Banking & Capital Markets
* Sales & Trading
* Research
* Investment Management
* Morgan Stanley at Work
* Sustainable Investing
* Inclusive Ventures Group
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Wealth Management
We help people, businesses and institutions build, preserve and manage
wealth so they can pursue their financial goals.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Investment Banking & Capital Markets
We have global expertise in market analysis and in advisory and
capital-raising services for corporations, institutions and governments.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Sales & Trading
Global institutions, leading hedge funds and industry innovators turn to
Morgan Stanley for sales, trading and market-making services.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Research
We offer timely, integrated analysis of companies, sectors, markets and
economies, helping clients with their most critical decisions.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Investment Management
We deliver active investment strategies across public and private markets
and custom solutions to institutional and individual investors.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Morgan Stanley at Work
We provide comprehensive workplace financial solutions for organizations
and their employees, combining personalized advice with modern technology.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Sustainable Investing
We offer scalable investment products, foster innovative solutions and
provide actionable insights across sustainability issues.
* Morgan Stanley helps people, institutions and governments raise, manage
and distribute the capital they need to achieve their goals.
Inclusive Ventures Group
From our startup lab to our cutting-edge research, we broaden access to
capital for diverse entrepreneurs and spotlight their success.
* About Us
About Us
* Core Values
* Leadership
* History
* Locations
* Diversity
* Sustainability
* Giving Back
* Technology
* Sponsorships
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Core Values
Everything we do at Morgan Stanley is guided by our five core values: Do
the right thing, put clients first, lead with exceptional ideas, commit to
diversity and inclusion, and give back.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Leadership
Morgan Stanley leadership is dedicated to conducting first-class business
in a first-class way. Our board of directors and senior executives hold
the belief that capital can and should benefit all of society.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
History
From our origins as a small Wall Street partnership to becoming a global
firm of more than 80,000 employees today, Morgan Stanley has been
committed to clients and communities for 87 years.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Locations
The global presence that Morgan Stanley maintains is key to our clients'
success, giving us keen insight across regions and markets, and allowing
us to make a difference around the world.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Diversity
Morgan Stanley is differentiated by the caliber of our diverse team. Our
culture of access and inclusion has built our legacy and shapes our
future, helping to strengthen our business and bring value to clients.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Sustainability
Our firm's commitment to sustainability informs our operations,
governance, risk management, diversity efforts, philanthropy and research.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Giving Back
At Morgan Stanley, giving back is a core value—a central part of our
culture globally. We live that commitment through long-lasting
partnerships, community-based delivery and engaging our best asset—Morgan
Stanley employees.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Technology
As a global financial services firm, Morgan Stanley is committed to
technological innovation. We rely on our technologists around the world to
create leading-edge, secure platforms for all our businesses.
* Since our founding in 1935, Morgan Stanley has consistently delivered
first-class business in a first-class way. Underpinning all that we do are
five core values.
Sponsorships
At Morgan Stanley, we believe creating a more equitable society begins
with investing in access, knowledge and resources to foster potential for
all. We are committed to supporting the next generation of leaders and
ensuring that they reflect the diversity of the world they inherit.
* Why Us
Why Us
* Why Morgan Stanley
* How We Can Help
* Building a Future We Believe In
* Get Started
* Stay in the Know
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Why Morgan Stanley
At Morgan Stanley, we focus the expertise of the entire firm—our advice,
data, strategies and insights—on creating solutions for our clients, large
and small.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
How We Can Help
We have the experience and agility to partner with clients from individual
investors to global CEOs. See how we can help you work toward your
goals—even as they evolve over years or generations.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Building a Future We Believe In
At Morgan Stanley, we put our beliefs to work. We lead with exceptional
ideas, prioritize diversity and inclusion and find meaningful ways to give
back—all to contribute to a future that benefits our clients and
communities.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Get Started
Meet one of our Financial Advisors and see how we can help you.
* For 87 years, we’ve had a passion for what’s possible. We leverage the
full resources of our firm to help individuals, families and institutions
reach their financial goals.
Stay in the Know
Get the latest insights, analyses and market trends in our newsletter,
podcasts and videos.
* Careers
Careers
* Students & Graduates
* Opportunities
* Experienced Professionals
* Opportunities
* Technology Professionals
* Experienced Financial Advisors
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Students & Graduates
A career at Morgan Stanley means belonging to an ideas-driven culture that
embraces new perspectives to solve complex problems. See how you can make
meaningful contributions as a student or recent graduate at Morgan
Stanley.
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Experienced Professionals
At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a
culture that values diverse perspectives, individual intellect and
cross-collaboration. See how you can continue your career journey at
Morgan Stanley.
* We believe our greatest asset is our people. We value our commitment to
diverse perspectives and a culture of inclusion across the firm. Discover
who we are and the right opportunity for you.
Experienced Financial Advisors
At Morgan Stanley, our premier brand, robust resources and market
leadership can offer you a new opportunity to grow your practice and
continue to fulfill on your commitment to deliver tailored wealth
management advice that helps your clients reach their financial goals.
Featured
Explore Our Culture
Careers
Yes, You Can Be a Tech Innovator at Morgan Stanley
Technology
CLEAR
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FORM ADV BROCHURES AND PRIVACY NOTICES
Morgan Stanley Smith Barney Client Relationship Summary (opens in a new tab)
To view brochure supplements for your Financial Advisor, Private Wealth Advisor
or other investment professionals, please use our Brochure Supplement Locator.
Morgan Stanley Wealth Management - Privacy Notice
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your Morgan Stanley Consulting Group Investment Advisory Account. This includes
the Manager(s)/Sub-Manager(s) (the "Managers" who may be managing your
account(s)). Please review the Manager Profiles carefully as they provide
important summary information (including past performance) about each Manager.
Past performance is no guarantee of future results.
Manager Profiles – Select UMA
Please note documents are provided as PDFs, which require Adobe® Reader® to
view. To download a copy of the latest version, visit Adobe's website.
MORGAN STANLEY WEALTH MANAGEMENT—FORM ADV BROCHURES
* Alternative Investments Advisory Program
* Consulting and Evaluation Services
(asset based fee)(opens in a new tab)
* Additional Important Information Regarding Step-Out Trading by Third-Party
Managers
* Consulting and Evaluation Services
(commission based fee)(opens in a new tab)
* Consulting Group Advisor(opens in a new tab)
* Morgan Stanley Core Portfolios
* Investment Solutions Investment Committee Form ADV Brochure Supplement
* OCIO
* OCIO Investment Committee
* Defined Contribution and Collective Fund Subcommittee
* MSFO Investment Committee
* Financial Planning Services(opens in a new tab)
* Global Investment Solutions
* Additional Important Information Regarding Step-Out Trading by Third-Party
Managers
* Consulting Group Investment Committee Form ADV Brochure Supplements
* Investment Solutions Investment Committee Form ADV Brochure Supplement
* Graystone Consulting(opens in a new tab)
* Defined Contribution and Collective Fund Subcommittee
* Institutional Cash Advisory
* Institutional Services
(asset based fee)(opens in a new tab)
* Defined Contribution and Collective Fund Subcommittee
* Investment Management Services
(asset based fee)(opens in a new tab)
* Investment Management Services
(commission based fee)(opens in a new tab)
* Morgan Stanley Access Investing(opens in a new tab)
* Investment Solutions Investment Committee Form ADV Brochure Supplement
* Portfolio Management(opens in a new tab)
* Select UMA®(opens in a new tab)
* Additional Important Information Regarding Step-Out Trading by Third-Party
Managers
* Investment Solutions Investment Committee Form ADV Brochure Supplement
* Consulting Group Investment Committee Form ADV Brochure Supplements
THIRD-PARTY AND AFFILIATED INVESTMENT MANAGERS/SUBMANAGERS— FORM ADV BROCHURES
AND PRIVACY NOTICES
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
A
* Abrdn Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Advent Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* AllianceBernstein L.P.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Allspring Funds Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Allspring Global Investment, LCC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* American Century Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* AMI Asset Management Corporation
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Amundi Pioneer Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Anchor Capital Advisors LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Ancora Advisors, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Aperio Group, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Appleton Partners, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Aristotle Capital Boston
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Aristotle Capital Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Aristotle Credit Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* ARK Investment Management LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Asset Preservation Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Atalanta Sosnoff Capital LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Atlanta Capital Management Company LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
B
* Bahl & Gaynor Investment Counsel
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Barksdale Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Blackrock Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Blackrock Investment Management - MAPs
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* BNY Mellon Securities Corp
– Summary of Material changes
– Form ADV
– Client Relationship Summary
* Boston Common Asset Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Boston Partner (Robeco) Investment Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Boyd Watterson Asset Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Brandes Investment Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Brandywine Global Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Breckinridge Capital
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Brentview Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Brown Advisory, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Brookfield (Center Coast)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
C
* Calvert Research and Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Calamos Advisors LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Cambiar Investors LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Capital Group / American Funds
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Cardinal Capital Management, L.L.C.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Causeway Capital Management LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Channing Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Channing Global Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Chartwell Investment Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Chilton Investment Services
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Cincinnati Asset Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Clinton Investment Management.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Cohen & Steers Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Coho Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Columbia Threadneedle Investments
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Community Capital Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Confluence Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Congress Asset Management Company
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Copeland Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Credit Suisse Asset Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Cumberland Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
D
* Dana Investment Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Davis Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Dearborn Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Delaware Investments
– Form ADV
– Client Relationship Summary
* D.F. Dent and Company
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Dolan McEniry Capital Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Dorsey, Wright & Associates, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* DWS Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
E
* Eagle Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Earnest Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Eaton Vance Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Equity Investment Corporation
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Emerald Advisers, LLC.
– Form ADV
– Client Relationship Summary
* Energy Income Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Epoch Investment Partners, Inc.
(New York Life Investment Management LLC)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
F
* Fayez Sarofim & Co.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
Federated Investment Counseling
* Federated MDT
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Fixed Income
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Federated Clover
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Equity and Global/International
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Fiera Capital, Inc.
– Summary of Material Change
– Form ADV
– Client Relationship Summary
* First Eagle Separate Account Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* First Trust Advisors L P
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Fort Washington Investment Advisors, Inc
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Foundry Partners, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
Franklin Templeton Private Portfolio Group
* Franklin Advisers
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Templeton Investment Counsel
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* ClearBridge Investments
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Martin Currie
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Royce Investment Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Western Asset Management Company
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Fred Alger Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Frontier Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Fuller & Thaler Asset Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
G
* Gannett Welsh Kotler, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Geneva
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
Goldman Sachs Asset Mgmt
* Goldman Sachs Asset Mgmt – Equity
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Goldman Sachs Asset Mgmt – Fixed Income
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* GQG Partners LLC.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Granite Investment Partners, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Great Lakes Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
H
* Hahn Capital Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Harding, Loevner Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Harris Associates (Oakmark)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Hartford Funds Management Co, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Hudson Edge Investment Partners, Inc
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
I
* IndexIQ (New York Life Investment Management LLC)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Invesco Advisers (Equity & BulletShares)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Invesco Managed Accounts (Fixed Income)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Ingalls and Snyder Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
J
* Janus Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Jensen Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Jennison Associates LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* John Hancock Advisors (Manulife)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* JP Morgan Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
K
* Karpus Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Kayne Anderson Rudnick Invst.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Kennedy Capital Management, Inc.
– Summary of Material Change
– Form ADV
– Client Relationship Summary
* Kovitz Investment Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
L
* Lazard Asset Management LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* The London Company
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Loomis Sayles (Natixis)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Lord, Abbett & Co.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Lyrical Asset Management LP
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
M
* Mackay Shields
(New York Life Investment Management)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Madison Investment Advisors, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Mar Vista Investment Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* MayTech Global Investments, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* MD Sass
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* MFS Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Miller/Howard Investments, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Miller Value Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Minneapolis Portfolio Management Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Mondrian Investment Partners
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Morgan Stanley Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
N
* Natixis Advisors(MAPS)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* New Century Advisors, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Neuberger Berman
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* NFJ Investment Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* NIA Impact Advisors, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Ninety One
– Form ADV
– Client Relationship Summary
* Nuance Investments, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Nuveen Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* NorthCoast Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
O
* Oak Ridge Investments, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* O'Shaughnessy Asset Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
P
* Pacific Income Advisers
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
Pacific Investment Management PIMCO (Allianz Global Investors)
* PIMCO Corp Ladder
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PIMCO MAPs
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PIMCO Muni Bond
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PIMCO Muni Ladder
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PIMCO Real Return
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PIMCO Total Return
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Parametric Portfolio Associates
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PENN Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* PGIM Custom Harvest
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Pinnacle Associates Ltd.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Polen Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Principal Global Investors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Principal Real Estate Investors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Putnam Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Pzena Investment Management, LLC.
– Form ADV
– Client Relationship Summary
R
* Ramirez Asset Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* RBC Global Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Reinhart Partners, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Renaissance Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Rice Hall James & Associates
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Richard Bernstein Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Riverbridge Partners, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Riverfront Investment Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Rothschild Asset Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* RSW
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
S
* Sage Advisory Services, Ltd. Co.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Sawgrass Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Schafer Cullen Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Scharf Investments
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Schroders Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Scout Investments
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Segall Bryant & Hamill Invst Counsel
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Seix Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Sheets Smith
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Silvercrest Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Smith Asset Management Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Spectrum Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Sterling Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Stonebridge Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Sustainable Growth Advisers, LP
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Systematic Financial Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
T
* Tandem Investment Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* TCW Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* ThomasPartners (CSIM).
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* The Ithaka Group
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Thompson, Siegel & Walmsley
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Thornburg Investment Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Todd Asset Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Trillium Asset Management, LLC
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* T. Rowe Price
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
U
* Uniplan Investment Counsel, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
V
* Van Eck Associates Corporation
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Vaughan Nelson Investment Management (Natixis)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Victory Capital Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Voya (formerly ING Investment Management)
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
W
* WestEnd Advisors
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Westfield Capital Management Company, LP
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Westwood Management
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Winslow Capital Management, Inc.
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
* Wisdom Tree (MAPs)
– Summary of Material Changes
– Form ADV
Z
* Zacks Investment Management
– Form ADV
– Client Relationship Summary
* ZCM
– Summary of Material Changes
– Form ADV
– Client Relationship Summary
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