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. PEF0928 Quote - Morgan Stanley Real Estate Prime Property Fund Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 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. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. Get the full list, Morningstar Institutional Equity Research. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. For more information, see www.SHOOKresearch.com. The market value of PRIME assets, including PRIME's shareof joint venture assets, before debt. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Estate planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 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. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. 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. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. 2021 NAPA Top DC Advisor Multi-Office Firms. Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. Morgan Stanley Raises 700M For Push Into Core European Property. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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: 2019 Forbes America's Top Wealth Advisors. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2021 Barron's Top 100 Women Financial 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. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. We study investment trends and leverage the global resources of the firm to help you develop a personalized investment strategy. Investment performance is not a criterion. The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. As a global financial services firm, Morgan Stanley is committed to technological innovation. Contact our team to learn more or click here for more details. They are designed to help institutional liquidity investors achieve their primary investment objectives of principal stability, liquidity, and income while at the same time advancing their DE&I goals. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The rating is not indicative of the Financial Advisors future performance. 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. 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. Learn about our security measures and use our resources and ideas to help protect yourself online. 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. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. 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. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online. Source: napa-net.org (November 2022) awarded in 2022. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. Morgan Stanley is also a global leader in real estate lending and, using its own capital, originated $35.5 billion in commercial mortgages in 2006. This ranking is not indicative of the Financial Advisors future performance. Experience, intellectual capital and dedicated personal service to help you meet your life goals. All rights reserved. To view Prime Property Fund Asias complete limited partners history, request access, Morningstar Institutional Equity Research. 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. Investment performance is not a criterion. 2018 Forbes Best-In- State Wealth Advisors. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 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 SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. Futures are not rated. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This ranking is not indicative of the Financial Advisors future performance. On Wall Streets Top 100 Branch Manager Honorees. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Source: napa-net.org (November 2018) awarded in 2018. The fund targets investments in the retail, multi-family, office and industrials properties. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Prime Property Fund is based out of Atlanta. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. This ranking is not indicative of the Financial Advisors future performance. 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 Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Ratings are not intended as a recommendation and are subject to change. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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. This ranking is not indicative of the Financial Advisors future performance. Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the Financial Advisers future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. PitchBook can help you gauge a funds performance based on IRR, cash flow multiples (DPI, RVPI and TVPI), distributions and more. Morgan Stanley Real Estate Investing, which manages $65 billion of assets globally, has allocated capital to fund 90 per cent of CPP's investments with the remaining 10 per cent coming from. But their slower reaction to revaluing assets may now leave them susceptible to an arbitrage trade as public REITS appear to have more upside. hb```a``a`f`bgf@ ar,al*@N&a2+Mefmh``Pb P |4'5V8d9jK}^Gb}f R'X+y4Ep3N2 2m" 2014 Financial Times 400 Top Financial Advisors. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. Amenities include the Artisanal Fromagerie & Bistro, a 43-car parking garage and two banks. We currently own and manage over 25,000 apartment homes in nine U.S. markets. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. ?`zswrs?q=0b8KA%O}-~N).&94\hy`=oWk mw/aXiY~F2.j~M|f)PNpF2&ZJb4-9ap6 xH#F@-c"[wt#:?M!/d:r+t5UYE?!Sq3% `u6SqQ*Z!mEGLl* Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Period ending March31, 2022. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Lines and paragraphs break automatically. 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. 'AAA' is the highest rating. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. is considered non-investment grade. To contact the author of this story: John Gittelsohn in Los Angeles at [emailprotected], https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png, 2023 Informa USA, Inc., All rights reserved, 11 Must Reads for Real Estate Investors for the Weekend (April 28, 2023), Morningstar Rolls Out Updates To Its Wealth Tech Platform, Inflation vs. Growth: Rebalancing Through Uncertainty, What a Housing Downturn Means for Single-Family Rental Portfolios, The 12 Best Business Books of 2022 for Advisors, The Most-Revealing Onboarding Questions Advisors Ask, Allowed HTML tags:

. Nominees must be women retirement plan advisors with their own book of business. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Across all our businesses, we offer keen insight on today's most critical issues. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. Regret makes us human. 2018 Financial Times 401 Top Retirement Advisors. 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. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. We take time to fully understand you, your family, and your goals when it comes to leaving a legacy you can be proud of. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley is not affiliated with Greenwich Associates. Morgan Stanley Prime Property Fund 6.12% Asset Allocation Stock Sector Breakdown Stock Geographic Breakdown GRIFX - Expenses Operational Fees Sales Fees Trading Fees Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. 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. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. 2016 Financial Times 400 Top Financial Advisors. Expenses are based on the fund's current prospectus. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2007 - Mar 2008. 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 SHOOK Research LLC to obtain or use the ranking. For more information, see www.SHOOKresearch.com. The AMLI brand signifies incomparable quality and service. Member SIPC. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. 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 SHOOK Research LLC to obtain or use the ranking. Nominated advisors are then asked to complete an extensive survey. This ranking is not indicative of the Financial Advisors future performance. Subject to change daily. Prime (IMPTXX) You could lose money by investing in the Fund. Terms apply. 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. Investment performance is not a criterion. L&L Holding Company, LLC will maintain a minority position in the property and will continue as the leasing and managing agent for the property. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. This ranking is not indicative of the Financial Advisors future performance. Vice President, Wealth Management, Financial Advisor, Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Senior Vice President, Wealth Management, Wealth Advisor, Senior Investment Management Consultant, First Vice President, Wealth Management, Financial Advisor, Financial Advisor, Executive Director, Wealth Management, Portfolio Manager, First Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER, Financial Advisor, Financial Planning Specialist. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. 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). 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. A sub-segment of the questions was used to determine eligibility for the Top 100. Rank. Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall. 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. Source: planadviser.com (May 2016) awarded in 2016. 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. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Investment performance is not a criterion. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 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. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 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 3/31/21 - 3/31/22.

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