The Northern Lights Group at Morgan Stanley

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The Northern Lights Group

OUR MISSION STATEMENT

Serving those who serve our community.

Our Story and Services

Our Story

The Northern Lights Group is the Twin Cities based Morgan Stanley Institutional Wealth Services Team.  Our team is focused on serving Nonprofit Institutions both regionally in the upper Midwest and nationally.     

In addition, we are able to leverage resources from  Morgan Stanley Institutional Wealth Services when providing family wealth planning and corporate retirement solutions.

Our principal team of four members has developed our nonprofit business focus through deep relationships and a passion for making our communities a better place.

Dedication to our Community:
 - Association of Professional Investment Consultants (APIC) - Board President
 - Headway Emotional Health Services - Board of Directors
 - Gillette Children's Specialty Healthcare - Former Board of Trustees
 - YMCA Youth Intervention Services – Former Board Member
 - Westminster Presbyterian Church, Northside Connection – Former Co-Chair
 - Morgan Stanley Diversity Council - Former Board Member
 - Morgan Stanley Consulting Group Wealth Advisory Board - Former Board Member
 - Animal Humane Society - Alumni Board Member, Volunteer
 - St. Olaf College - 25 Year Major Gift Committee Member
 - University of St. Thomas Mentorship Program - Alumni Mentor

Services Include

  • Institutional Services
  • Endowments and Foundations
  • Sustainable Investing
  • Cash Management
  • Alternative Investments
  • Philanthropic Services
  • Wealth Management


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

Nonprofit Institutions

Board governed organizations should expect high level service and process when utilizing an investment consultant.  Unfortunately, these institutional services are often delivered without personalized local representation.

Your local, dedicated service team, The Northern Lights Group at Morgan Stanley, delivers a customized institutional process for our nonprofit clients.  This process leverages Morgan Stanley’s investment management resources with our experience and knowledge in the areas of Investment Policy, Spending Policy, and Board Governance.

Institutional Consulting Services Provided:


 - Investment Policy Statement review and management
 - Asset allocation analysis and design tailored to IPS guidelines
 - Investment managers screening, due diligence and selection
 - Customized performance reporting
 - Board and Staff Education 
 - Board Resources - Sample Request for Proposal (RFP), Sample IPS, Sample Spending Policy, etc.
 - Private Label Donor-Advised Fund
 - Impact Investing Solutions
 - Donor assistance (planned giving, stock donations, etc.)
 - 401k/403b administration and management
 - Management of Operating Reserves


Private Family Services

Our core institutional business provides our team access to top-tier Firm resources, managers, and industry partners.  We are able to offer these services and solutions to Private Family Clients, Corporate Retirement Plans and Business Owners when liquidity events call for institutional level consulting.

Private Family Services:


 - Family Wealth Planning
 - Family Foundations
 - Donor- Advised Funds
 - Philanthropic Services 
 - Lending Solutions
 - Financial Planning
 - Insurance Planning
 - Trust/Estate Planning
 - Business Succession Planning
 - Qualified and Non-Qualified Retirement Plans


Location

Location

  • 225 South 6th St Ste 5100
  • Minneapolis, MN 55402


    Meet The Northern Lights Group

    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

    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

    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

    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

    Ready to start a conversation? Contact The Northern Lights Group today.

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