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?
PMI Membership Categories & Fees
Who can join PMI?
Individual Voting Membership - $295
Associate Non-Voting Membership - $295
Branch/Complex Manager/Regional Manager - $295
*PMI Memberships are valid for 1 calendar year, expiring on Jan. 1st each year.
New Professional Membership is $50 per Quarter (every 90 days) and renews automatically until cancelled. This is a non-voting membership. To join as a New Professional you must have of 5 years or less Length Of Production Service.
*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.
Please note that PMI in an independent organization and is not a subsidiary of Morgan Stanley. Please note that no MS business, client contact or correspondence can be received at PMI, it's location, phone or email address. PMI's contact info is strictly for use regarding PMI programs and services. It cannot be used to conduct MS business in any way nor can it be identified to clients or the public as such.