Mutual of America

We help affluent clients pursue ambitious goals, delivering personalized service, and providing objective investment advice using Morgan Stanley's global network of resources.

Combining our diverse experience with the resources of Morgan Stanley, we help individuals and families address the complex challenges of managing significant wealth. We are proud to work with more than three generations of families.Using our Five Plans approach, we build customized solutions that mitigate risk and lets our clients reach their goals.

Helping to achieve your financial goals through sustainable, customized investment solutions