endstream endobj 27211 0 obj <>stream This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. The $16.4bn pension fund is reviewing its core open-ended real estate fund investments. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Top Millennial Advisors - Forbes This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Wealth Management Global Investment Office, Institution, Government Entity, Foundation or Endowment, about Top 5 Mistakes Investors Make in a Sudden Market Downturnand What to Do Instead, Why Employee Financial Health is Good Business, The Age of AI and Other Trends in Tech and Beyond, 4.25% Annual Percentage Yield Preferred Savings, Start The New Year Off With A Complete Financial View, Help Improve Your After-Tax Returns with Tax Management Services, 2023 Global Macro Outlook: Inflation Peaks, Growth Slows. For more information on NABCAPs methodology, go to nabcap.org. For more information on the award, go to http://www.aspa.org. Member SIPC. 2019 Barron's Top 100 Women Financial Advisors. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 100 Private Wealth Management Teams. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley is not affiliated with Greenwich Associates. Absent such waivers and/or reimbursements, returns would have been lower. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2022. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Source: napa-net.org (November 2022) awarded in 2022. The award is not indicative of the Financial Advisors future performance. PRIME, a $6.3 billion diversified core real estate fund, is managed by Morgan Stanley Real Estate. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Depending on the specific plan, you can choose from a range of investment strategies suited to your specific needs, objectives and time frame. They include: Its hard to see the complete picture with only half the details. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. For this initial contribution, MSIM is contributing at a rate of 0.042%. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. A monthly publication featuring the Global Multi-Asset Teams latest views on the economic and market environment and how best to position portfolios. The prospectus contains this and other information about the portfolios. PLANADVISER Top 100 Retirement Plan Advisers 2019. Barron's Top Women Advisors Summit Attendees 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Security ratings disclosed above have been obtained from Standard & Poor's Ratings Group ("S&P"). Investment performance is not a criterion. Dec 2, 2020 Mike Phillips, . Securities are reviewed on an ongoing basis to maintain or improve creditworthiness, taking into consideration factors such as cash flow, asset quality, debt service coverage ratios and economic developments. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The fund is located in New York, New York and invests in Northern California, Southern California, Chicago, South Florida, Chicago, Washington D.C., Boston and New York across the United States. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. Morgan Stanley is not affiliated with Coalition Greenwich. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The below charts are illustrative of the type of graphical data available to our clients and do not represent live data. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Highlights: This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. The management team follows a multi-pronged investment process with respect to credit risk, interest rate risk and liquidity. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Morgan Stanley Raises 700M For Push Into Core European Property - Bisnow Morgan Stanley Raises 700M For Push Into Core European Property. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. A timely analysis of market-changing events and their impact on the investment landscape. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). If these interest receivables and other assets were not reflected, the Daily Liquid Assets and/or Weekly Liquid Assets would be higher. "NR" or "Not Rated" indicates that no rating has been requested, that there is insufficient information on which to base a rating, or that S&P does not rate a particular obligation as a matter of policy. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. The rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. For more information, see www.SHOOKresearch.com. PLANADVISER Top 100 Retirement Plan Advisers 2018. 03/31/2023, As of This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 3/31/23. This ranking is not indicative of the Financial Advisors future performance. SLR signed a 12-year lease for 28,165 square feet in Morgan Stanley Prime Property Fund's 40-story building between East 58th and East 59th streets, according to brokers JLL. Source: napa-net.org (March 2019) awarded in 2019. Were going to end up with some valuation decline, but its not going to be earth shattering.. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. As your advisors, we will work closely with you to explore factors that are relevant to existing and/or future estate structures and strategies. Because of the lag in revaluing the assets, the ODCE funds are still outperforming the broader stock market. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. This award was issued in 2017 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: napa-net.org (October 2021) awarded in 2021. Prime Property Fund Morgan Stanley Real Estate Investing - ReadkonG Source: planadviser.com (May 2017) awarded in 2017. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. We will develop a customized portfolio to help meet your requirements for growth, income and wealth conservation within your risk constraints. Source: napa-net.org (October 2016) awarded in 2016. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Raises $3.1 Billion for Global Real Estate Bets This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). For further details, please see our Terms of Use. The rating is not indicative of the Financial Advisers future performance. These waivers and/or reimbursements will continue for at least one year from the date of the applicable funds current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. All Morgan Stanley Prime Property Fund articles | Real Assets Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). fbE[B}\w;N0g.x:L7rPO {CM_GoK[EgH"v/ SXC"hf7EF<=~e~J[DPT%VFt>Rm-7D.jG[Bd8xY6(4 Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This information is available in the PitchBook Platform. Investment performance is not a criterion. Morgan Stanley is differentiated by the caliber of our diverse team. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. 2017 Forbes America's Top Women Wealth Advisors. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Investment performance is not a criterion. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond. This award was issued in 2019 and based on the evaluation process below. As markets slumped last year, their stock and bond holdings shrunk in size while real estate held up better, meaning it often constituted a bigger slice of their portfolios than they initially intended. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. The Prime Property Fund ("Prime", "PPF" or the "Fund") is a diversified, open-end Core real estate fund that targets high quality, well-leased, income-producing properties located in select primary markets in the U.S. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Investment performance is not a criterion. By providing capital to CDFIs, OFN helps fuel rebuild and recovery efforts through investment in affordable housing and homeownership, small business, and community facilities in areas that mainstream finance historically not reached. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Amended rule 2a-7(a)(32) (defining weekly liquid assets to mean (i) cash; (ii) direct obligations of the U.S. Government; (iii) Government securities issued by a person controlled or supervised by and acting as an instrumentality of the Government of the United States pursuant to authority granted by the Congress of the United States, that are issued at a discount to the principal amount to be repaid at maturity and have a remaining maturity of 60 days or less; and (iv) securities that will mature or are subject to a demand feature that is exercisable and payable within five business days).
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