Our Insights
Our Insights
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- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan for sales, trading and market-making services.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan employees.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan
  
  At Morgan, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan

Technology

Wealth Management

Products and Planning

You want to make a long-term financial plan, manage day-to-day cash, and prepare for the unexpected. Our firm has the planning capabilities, personalized support and innovative solutions you’re looking for. We can help you manage your financial life—so you can stay focused on what truly matters.

Explore our Products and Solutions

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Cash Management and Lending Solutions

Help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

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Impact Investing Platform

A full range of solutions designed to advance the environmental, economic and social goals that matter most to you—while striving for competitive performance.

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Alternative Investment Solutions

Investment strategies, spanning private equity, real assets, private credit, hedge funds and digital assets, that pursue differentiated sources of return relative to traditional investments.

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Total Tax 365

Morgan Total Tax 365 offers access to a full spectrum of tax-smart investment solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve your after-tax return.

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CashPlus Brokerage Account

Access your cash from banks or tellers that accept Mastercard® and manage your cash on the go with Morgan Online and the Morgan Mobile App.

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Thematic Investment Baskets

A differentiated single-transaction method for investing in innovative opportunities across a wide variety of market sectors and investment themes.

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Insured Solutions

A robust suite of insurance and annuities solutions backed by its licensed insurance agency affiliates that can aid in safeguarding you and your loved ones.

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Exceptional Perks and Benefits

Morgan Reserved Living & Giving is a complimentary perks program that gives eligible clients access to one-of-a-kind experiences, curated lifestyle content and discounts on cars, travel, show tickets and more.

Products and Planning

Explore our Products and Solutions

Planning to Help You Pursue Your Goals

Find a Financial Advisor who fits your needs

Wealth Management Built Around You