Kelliher Corbett Group at Morgan Stanley

For over 27 years, The Kelliher Corbett Group at Morgan Stanley has been a trusted advisor to nonprofit organizations, businesses, individuals, and families. We provide full-scale, customized solutions for a wide range of institutional clients. We offer a unique client experience: the close relationship you expect from an investment boutique, backed by the industry-leading analysis and fiduciary oversight of a global leader. We are guided by a set of core principles that include acting in the best interest of our clients, providing objective investment recommendations tailored to each client's needs and maintaining the highest level of ethical and professional standards.

Service Region
Berkshires, Cape & Islands, Central, Greater Boston, Metrowest, Northeast, Pioneer Valley, Southeast
Core Competencies
Professional Portfolio Management, Endowments and Foundations, Corporate Retirement Plans, Executive Benefit Services, Institutional Services, Retirement Planning, Financial Planning, Trust Services
Keywords
Investment, Portfolio Management, Endowments, Foundations, Corporate Retirement Plans, Executive Benefit Services, Institutional Services, Retirement Planning, Financial Planning, Trust, Fiduciary