Capital Group Model Portfolios at Morgan Stanley

This guide outlines the Capital Group model portfolios available through Morgan Stanley, emphasizing their role in aiding financial advisors in transitioning to model-based investment strategies. The document details how these models can enhance investment quality and streamline the advisory process, ultimately leading to improved business outcomes for advisors. It presents statistics indicating that advisors who outsource investment management experience significant growth in total assets and personal income, alongside reduced operating costs. The guide also addresses tax-related challenges during the transition, highlighting the UMA Tax Management Services that offer personalized tax strategies and portfolio management solutions. Additionally, it describes the support provided by Morgan Stanley's specialists and the Enhanced Engagement program, which assists advisors in onboarding and client transitions. The document concludes with a reminder that investments are not FDIC-insured and should be approached with caution, encouraging consultation with tax and legal advisors for personalized guidance.