The Longtail Group at Morgan Stanley

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The Longtail Group

OUR MISSION STATEMENT

We deliver the experience, resources and perspective needed to help globally based individual and institutional clients reach their goals.

Our Story and Services

Welcome

The Longtail Group at Morgan Stanley International Wealth Management is a cohesive team of dedicated financial professionals with complementary capabilities, perspectives and experience. We combine our talents to serve three distinct, yet interrelated, groups of clients: affluent families and individuals, captive insurance and reinsurance companies, and institutional investors who require trading coverage. Our clients are globally based, many in Bermuda and the Caribbean, and numerous have connections to the insurance industry.

Our extensive work with insurance companies and their executives informs our investment approach, but constitutes only part of our overall offering. Our greater goal is to combine our own experience and insights with access to the vast global resources of our firm to help all of our clients create customized plans based on their objectives. We believe that real, sustainable value is created by consistently combining the right people, solutions and services with the intangibles that drive successful planning and execution—listening, understanding, proactively communicating, adapting, problem-solving, anticipating and serving. We encourage our clients to measure our performance by how effectively we help them meet or exceed their long-term financial goals, and the degree to which we help them make informed decisions about their financial futures.

We would welcome the opportunity to learn more about you and explore whether our team might be the right fit for you.

Services Include

  • Alternative Investments
  • Asset Management
  • Cash Management
  • Executive Financial Services
  • Foreign Exchange
  • Lending Products
  • Wealth Consulting


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

Location

Location

  • 125 High Street
  • 24th Floor
  • Boston, MA 02110


    Our Services

    We believe that strong relationships spring from clearly defined roles: Our clients are in control.

    We serve as a dedicated team that helps them meet their challenges and achieve their financial objectives.  Whatever services our clients require, we either provide it directly or bring in specialists who can. To assist in these efforts, we can draw from the vast global resources of Morgan Stanley, while operating as an independent business providing unbiased advice, not captive to any firm’s products. We adopt our clients’ goals as our own, and devote ourselves completely to their success.

    While we work with many affluent families in the United States, we built our practice catering to the needs of executives, entrepreneurs, and institutions domiciled overseas. This has given us the opportunity to develop the experience, resources and professional network needed to help our clients overcome the complexities of both onshore and offshore investing in order to preserve and grow their capital.  Our goal is to meet and exceed our clients' standards by helping them devise strategies to preserve what they have earned and pursue whatever goals they may choose.


    Private Wealth

    We work with a select clientele of highly affluent families and individuals, helping each create a comprehensive wealth management plan based on their specific needs, goals and challenges. We focus our efforts on a relatively small number of relationships, effectively creating a virtual family office to complement their existing legal and tax advisory relationships. 

    As many of our clients live outside the United States, we are as well versed in the unique financial needs of offshore investors as we are with those who created their wealth by building successful businesses here in New England. In fact, we view where you live as just one of many factors that create your unique set of planning challenges and opportunities. Our overarching goal is develop a deep and critical understanding of how all areas of your financial world work together. To reach this understanding, we will engage in rich discussion of what you have accomplished now and where you see yourself in the future. We can then help you create, implement and maintain a dynamic financial plan and investment strategy that incorporates your distinct and unique goals and objectives.

    We will always be respectful of the fact that it’s your money and your future. We are here to provide the help and guidance needed to live the life you want to lead.


    Captive & Reinsurance

    Our team has worked closely with reinsurance companies, risk retention groups, and single parent / group captive insurance companies since 2005. Currently advising in excess of $3 billion in assets, we work with insurance companies both domestically and abroad, with a major focus within offshore jurisdictions. We begin each relationship by working to gain an in-depth understanding of the client’s liability stream, and other needs and goals, so that we can help our clients craft a customized investment policy statement. This statement takes into consideration the client’s risk profile and liquidity needs, as well and the tax and regulatory constraints of the jurisdiction in which the captive is domiciled.

    We follow a disciplined investment process to ensure we focus upon all aspects of the client's business -

         1)     Understand the client's liability profile
         2)     Review of the client's current asset / liability alignment
         3)     Investment Policy Statement Review / Creation
         4)     Investment Manager Review / Selection
         5)     Customized reporting and solvency ratio monitoring


    Combining our own experience and leveraging the strength of Morgan Stanley, we sit on the client's side of the table, making objective recommendations that best serve their investment priorities.


    Institutional Trading Coverage

    With access to our Middle Markets Group (MMG), clients are able to leverage the global strengths and intellectual capital of Morgan Stanley. Our goal is to take a broad view of the firm and apply it to the specific needs and concerns of our clients. The services we provide include:

    Distribution: Connecting Morgan Stanley’s resources to help institutional clients achieve their particular investment objectives, providing them not only with product expertise but also with access to all areas of the firm.

    Corporate Access: Local corporate management and analyst meetings, conferences, and Morgan Stanley sponsored events.

    Equities & Derivatives: Global leader in executing transactions in cash equity and equity related products for institutional clients around the world. 

    Prime Brokerage: Market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

    Electronic Trading: Morgan Stanley Electronic Trading (MSET) offers global electronic access across cash equities, options and futures. Our electronic trading tools include a broad suite of algorithms, smart order routing and direct market access.

    Research: Timely, in-depth analysis of companies, industries, markets and world economies has earned Morgan Stanley a reputation as a leader in the field of investment research.

    Matrix: Research and content via the proprietary Matrix platform, including all strategists, economists and analysts, along with their flagship publications and periodicals. 

    Alternatives:  Access to Morgan Stanley's proprietary and third-party platform of managers.



    Meet The Longtail Group

    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

    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

    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

    Ready to start a conversation? Contact The Longtail Group today.

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