The key to greater practice efficiency

Model portfolios can help you grow faster, gain greater efficiency and spend more time cultivating client relationships.

The benefits of model portfolios

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.

Model portfolios can be an effective way for practices to increase advisory capabilities or to easily allocate cash positions in clients' accounts.

Morgan Stanley’s approach to model portfolios

Segmenting 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.

Flexibility and tax efficiency

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.

Practice growth insights from Chris Scott-Hansen and Paul Ricciardelli

Learn how to save time, identify opportunities in your book, and segment clients to make the most of model portfolios. 

Read how one Morgan Stanley advisor used model portfolios to boost productivity

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.

Capital Group models

Active models

American Funds model portfolios at Morgan Stanley

  • Designed to help you deliver on the needs of your clients
  • Represent the best thinking of Capital Group’s portfolio solutions committee (PSC)

Combined active-passive models

Active management and low-cost passive funds combined

  • Combines Capital Group’s experience in active management with the benefits of low-cost passive funds
  • Integrate Capital Group ETFs and American Funds, known for their potential for excess return and lower downside risk, with the low costs and broad exposure of passive investments from Vanguard and iShares
  • Offer the best insights from Capital Group’s custom solutions committee

Access the Morgan Stanley MSPS platform and get started now

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.

For Morgan Stanley financial professionals only. Not for use with the public.
 
Model Portfolios are available through Morgan Stanley Smith Barney LLC’s Select UMA Investment Advisory program (“Select UMA”). The Important Information and Disclosures found at the following link are an integral part of this document and should be read carefully https://www.morganstanley.com/wealth-disclosures/disclosures#23. For more information on Select UMA, please click here: http://www.morganstanley.com/wealth-investmentsolutions/pdfs/adv/uma_adv.pdf. If you are receiving this document in hard copy, the Important Information and Disclosures should be attached.
 
Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income and investments.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.