Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (October 2025)
8 slides from Morgan Stanley's investor presentation, October 2025
Slide 1: An Industry-Leading Investment Solutions Platform
An Industry-Leading Investment Solutions Platform
Slide 2: Insurance Solutions
Insurance Solutions How much life insurance Can my children afford If something happened How does my estate do I need, and what will to pay estate taxes to my business partner, pay taxes on assets it cost? without having to sell our could I afford to buy her that are locked up in art collection? sha
Slide 3: Our Insurance Solutions Offering
Insurance Solutions Our Insurance Solutions Offering • Identified through a thorough selection process, Morgan Stanley’s insurance general agent partners are chosen based on their knowledge, integrity and proven track record • Our insurance general agent partners are well-respected industry leaders
Slide 4: General Agent Partners
Insurance Solutions Insurance General Agent Partners FINANCIAL NFP TPG WINGED ARCHITECTS PARTNERS INSURANCE SOLUTIONS FINANCIAL KEEL GROUP Financial Architects Partners is a NFP Insurance Solutions TPG Financial is an insurance Winged Keel Group is an national firm with six offices. has been recogni
Slide 5: General Disclosures
General Disclosures Morgan Stanley Wealth Management ("MSWM", "Morgan Stanley" or "MSSB") is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer and investment adviser in the United States. This material is for educational purposes only and is not an offer or solicitation t
Slide 6: and demand imbalances, resource depletion and exploration risk. MLPs also carry interest rate risk
and demand imbalances, resource depletion and exploration risk. MLPs also carry interest rate risk and may underperform in rising interest rate environments. In addition, MLP funds accrue deferred income taxes on net operating gains and capital appreciation; as a result their after-tax performance c
Slide 7: on trade confirmations or account statements. Certain Sub-Managers have historically directed most, if not
on trade confirmations or account statements. Certain Sub-Managers have historically directed most, if not all, of their trades to outside firms. Information provided by Sub-Managers concerning trade execution away from Morgan Stanley is summarized at: www.morganstanley.com/wealth/investmentsolution
Slide 8: Other General Disclosures
For more information, please refer to additional Products and Services disclosures here: www.morganstanley.com/wealthbooks#products-and-services. Other General Disclosures When MSWM, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, "MS") provide "invest
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