Morgan Stanley Private Wealth Management


Hayes Basich Cash Management Group

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Hayes Basich Cash Management Group

Focusing on customized investment strategies for liquidity-focused investors. Working with private & public corporations, non-profits, individuals, family offices & significant investors.

Welcome

Welcome to Hayes Basich Cash Management Group

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of private & public corporations, non-profits, individuals, family offices and other significant investors who are looking for a customized investment strategy for a liquidity-focused portfolio. 

Since joining Morgan Stanley in 1977,  the Hayes Basich Cash Management Group has managed portfolios ranging from several million to more than $1.2 billion with most client mandates in the $10 to $250 million range. The common theme among these clients is that the funds entrusted to our management are eventually going to be used for something else.  Whether for building a new business, mergers and acquisitions, capital expenditures or future investments, liquidity-focused investing requires a client-specific approach and investment strategy that should be delivered by a team specialized in such strategies.  The Hayes Basich Cash Management Group can provide those strategies to meet your needs. 

We look forward to learning more about you and your goals and the opportunity to discuss the resources we can place at your disposal.

Capabilities

  • Investment Management
  • Corporate Services
  • Pre-Liquidity Planning
  • Risk Management
  • Open-Architecture Platform
  • Consolidated Reporting


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

Philosophy

Philosophy

In a landscape of market volatility and expanding, evolving regulatory requirements, it has become increasingly challenging to effectively manage the cash flow that is critical to your lifestyle and your business. At the Hayes Basich Group at Morgan Stanley Private Wealth Management, we focus on providing our clients with an outsourced, turnkey advisory investment management solution. Our core competency is cash management, and we have the skills, knowledge and experience to help you maintain a proper balance of liquidity, capital preservation and growth potential.

We serve a select, but diverse, group of clients, from ultra high net worth families, nonprofits and endowments to startups, mid-cap private companies and large public corporations. Our goal is to function as an integral component of your treasury staff and an extension of your team. With our highly consultative approach, we help you create and implement a customized investment plan, and deliver the resources of Morgan Stanley to address any challenge you face.

Our mission is to provide you with a best-in-class advisory and execution cash management relationship, one that is distinguished by personalized, not institutionalized service. By leaving your day to day cash management activities to us, you have the freedom to focus on what you do best and what matters to you most.

We look forward to learning more about you and your goals, and discussing how we can help you safeguard and grow what you have worked so hard to achieve.

Our Clients

Clients

Headquartered in San Francisco, California, our team serves a broad base of clients, including ultra high net worth individuals and families, family offices, startups, mid-cap private companies, large public corporations, nonprofits and endowments.

Each client can expect a custom, diversified, high-quality short-duration fixed income portfolio to meet their liquidity and capital preservation needs. We also provide access to Clearwater Treasury Analytics, a leading-edge, fully-integrated reporting platform that gives each client direct access to a comprehensive view of their portfolio risk, compliance, performance and accounting. 

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 555 California Street, 14th Fl
  • San Francisco, CA 94104


    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    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.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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