This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation. Request of a quote for coverage does not guarantee that coverage can be provided. Any misstatements or omissions of relevant information from a client can result in a price variation or even declination or rescission of coverage.

© 2023 by Coach.Corp. Proudly created with Wix.com

Professional Alliance Investing


MDIS is thrilled to offer the Professional Alliance investments options with Morgan Stanley.

The alliance program allows you access to Morgan Stanley's Consulting Group, the wealth management's leading provider of fee-based wealth management solutions, at a permanently
reduced fee schedule.

MDIS has negotiated a 25% reduction from the standard
pricing model, and discounting can increase from this
based on the size of the relationship.

Morgan Stanley's Consulting Group was started in 1975

to give tailored wealth management to institutions,

Endowments and Foundations. We are now able to deliver

this to our personal wealth clients at a $50,000 minimum

portfolio size. The Consulting Group gives clients access

to the worlds best private money managers and assists with

manager review, portfolio construction and implementation,

investment monitoring, and tax management services.

If you have a portfolio full of actively managed investments,

now may be the right time for a review.

For more information, email MDIS or call 800-944-7550.