Print Page   |   Contact Us   |   Report Abuse   |   Sign In   |   Register
PMI Membership
Share |

Who is PMI?

PMI is a unique organization, providing a peer-led resource for every MS Portfolio Manager regardless of length of service or assets under management. "For Portfolio Managers, By Portfolio Managers” is the goal as PMI members value the professional education and networking opportunities PMI provides.

We are MS Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, and others who share a desire to support PMI and wish to participate in its activities.

PMI includes nearly 300 MS Portfolio Managers as members, who voluntarily joined PMI in order to enhance their discretionary portfolio management practices.

What Programs and Services Does PMI Provide?

  • We provide networking resources and professional development opportunities to improve skills, practices, and services of our members.
  • The PMI Annual Forum, which brings together over 200 PMI members for three days of industry-leading speakers, workshops and networking. The 2015 Forum will be May 20 - 22, 2015, in New Orleans, LA.
  • Research resources for portfolio management on a free, discounted or complimentary trial basis. Recent offerings have included The Fred Report, Exclusive Leuthold Research Access, Leuthold Monthly Summaries Archives, Morningstar Weekly Highlights and more!
  • Member Only - Featured Speaker National Conference Calls with thought leaders in finance. Recent conference call speakers have included Eric Sprott, Fred Meissner, Tim Galbraith, JD Foster, and Marten Hoekstra.
  • Continual Enhancement of a robust website dedicated to providing members with leading edge professional development materials and access to a range of useful tools.
  • Local Peer to Peer meetings - The goal of which is to share with each other knowledge, such as how we run our practices, how we generate investment ideas, our buy/ sell disciplines, how we develop new business,  what challenges we currently face (what needs fixing), how we use the technology at our disposal, etc. (To request help setting up/hosting a Peer to Peer meeting in your area contact us at
  • The Exchange – PMI’s electronic newsletter featuring articles about how to improve your business, develop new marketing strategies and insights into current portfolio management strategies.


PMI Membership Categories & Fees

Who can join PMI?

Individual Voting Membership - $295
Available to those that have PM status within the Morgan Stanley firm.  Also open to FA's that work on a PM Team.

Associate Non-Voting Membership - $295
Available to Non-Financial Advisor Morgan Stanley employees who share a desire to support PMI and wish to participate in its activities. If you work for someone who is PM but are not a PM yourself then you qualify as an associate member.

Branch/Complex Manager/Regional Manager - $295
Available to those involved in Morgan Stanley management.

*PMI Memberships are valid for 1 year from sign up date beginning July 1, 2014. 
(Previously memberships were for a calendar year and expired on Jan. 31)

About PMI Brochure (PDF)

*PMI Membership is limited to those in the Morgan Stanley firm only. PMI Membership dues, Annual Forum fees, and necessary travel expenses to attend the Annual Forum qualify for BDA reimbursement.

Community Search
Sign In

Forgot your password?

Haven't registered yet?


Peer to Peer Dinner - Westfield, NJ

April Monthly Call with Ray Sclafani, ClientWise

5/20/2015 » 5/22/2015
2015 Annual Forum

Online Surveys
Portfolio Management Institute
12011 Tejon Street, Suite 700, Westminster, CO 80234
Phone: 303-327-8015 | Fax: 303-458-0002