More financial professionals are discovering the benefits of delegating investment management — adding scale to their practices and freeing up more time to focus on clients.
Morgan Stanley tools make it easy to segment clients based on current holdings and to identify opportunities in which model portfolios can be deployed.
Model portfolios managed by MSPS, or platform-approved managers like Capital Group, offer exceptional flexibility for clients. They can also seek more tax-efficient returns by using ETFs and other investment vehicles.
Learn how to save time, identify opportunities in your book, and segment clients to make the most of model portfolios.
Sam Kenary shares his story on how American Funds model portfolios helped him spend more time on high-value activities like client service and planning.
American Funds model portfolios at Morgan Stanley
Active management and low-cost passive funds combined
Morgan Stanley Portfolio Solutions (MSPS) is your destination for all things models at Morgan Stanley. Visit the MSPS platform to access the model finder tool and all Capital Group model portfolios.