Morgan Stevens Asset Management, LLC

Overview

Morgan Stevens Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm bills on a percentage-of-assets-under-management basis and focuses on portfolio management and financial planning for individuals and small businesses. It reports itself as a single-state adviser and does not identify as an active ESG investor or a pension consultant. Although the firm is not classified as a capital allocator, it uses third-party managers to access certain alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices