The Dallas Consulting Group at Morgan Stanley

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The Dallas Consulting Group

OUR MISSION STATEMENT

Institutional Investment Consulting and Private Wealth Management

Our Story and Services

Our Story

At the Dallas Consulting Group at Morgan Stanley, our institutional investment experience runs deep.  We follow a disciplined process that begins and ends with the goals and priorities of our clients.  From our rigorous due diligence of traditional and alternative investment managers to our thought leadership and capital markets capabilities, we tailor the extraordinary resources of Morgan Stanley to each client relationship.

Our engagement with a client often begins coincident with their sudden duty to manage the largest pool of assets with which they have ever been entrusted.  Other times, they have realized that both their account and their responsibilities have gradually outgrown their current advisor.  Whatever the circumstances, we are accustomed to working with those entrusted to manage substantial portfolios.

However, what makes us truly different?  Our team understands that every pool of assets we manage has a mission.  We seek to make a meaningful, positive difference to the well-being of our clients.  Foundation and endowment trustees, family stewards, and retirement plan fiduciaries - both in the Dallas area and nationwide - have turned to our team for over 20 years.  We know that your primary responsibility is the prudent stewardship of the assets under your control, and we are honored to share that responsibility with you.

Services Include

  • Alternative Investments
  • Business Planning
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Institutional Services
  • Philanthropic Services
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 8383 Preston Center Plaza
  • Suite 400
  • Dallas, TX 75225


    Meet The Dallas Consulting Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Dallas Consulting Group today.

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