Professional Alliance Investing

Professional Alliance Investing

MDIS is proud to offer Professional Alliance investment options through 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 may increase from this based on the size of the relationship.

Morgan Stanley’s Consulting Group began in 1975 to give tailored wealth management to institutions, endowments and foundations. The Group is now able to deliver this to its personal wealth clients with a $50,000 minimum portfolio size. The Group gives clients access to the world’s 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 regarding this coverage, email or call 800-944-7550.