• “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “© 2026 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC.” — firm_official
• Firm type — wirehouse (high)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
• Team name — Zager Fixed Income Management (high)
  • “Zager Fixed Income Management focuses on discretionary account management of cash and fixed income portfolios, working closely with client's risk profile and income requirements.” — firm_official
• Team size — 14 (high)
  • “Our team consists of fourteen professionals who run some of Morgan Stanley's largest, separately managed, fixed income and cash portfolios.” — firm_official
• CRD — 1392126 (high)
  • “"individualId": 1392126, "firstName": "DREW", "middleName": "JOHN", "lastName": "ZAGER", "otherNames": [], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
• Years experience — 41 (high)
  • “"daysInIndustryCalculatedDate": "8/1/1985"” — sec_finra_regulatory
  • “"firmName": "SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED", "registrationBeginDate": "8/2/1985", "registrationEndDate": "9/12/1986"” — sec_finra_regulatory
• Designations — gap: not_found_after_search

Book of business

• Team AUM ($M) — 17200 (high)
  • “Team Assets (Custodied): $17.2B (as of June 2025)” — forbes_shook
  • “As of 3/31/26, the team manages $29.5 billion for insurance companies, public and private corporations, foundations and ultra-high net worth individuals. This includes approximately $2.7 billion in custodied assets at th” — firm_official
• Account minimum ($M) — 5 (high)
  • “Minimum Account Size for New Business: $5M” — forbes_shook
• Typical client net worth ($M) — 20 (high)
  • “Typical Net Worth of Relationships: $20-200M” — forbes_shook
• Client niche — high-grade fixed income for UHNW individuals, foundations and institutions (high)
  • “We manage high-grade fixed-income assets for some of the world’s wealthiest and most influential people. Our clients include several billionaires, many of the world’s most prominent entertainers, entrepreneurs, business ” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (low)
  • “Zager Fixed Income Management focuses on discretionary account management of cash and fixed income portfolios, working closely with client's risk profile and income requirements.” — firm_official

Positioning & marketing

• Website url — https://advisor.morganstanley.com/zager-fixed-income-management (high)
  • “URL Source: https://advisor.morganstanley.com/zager-fixed-income-management” — firm_official
• Value proposition (verbatim) — ZFIM creates customized solutions to help investors outperform their fixed income targets and achieve competitive yields while protecting their principal. (high)
  • “## Our Mission Statement

ZFIM creates customized solutions to help investors outperform their fixed income targets and achieve competitive yields while protecting their principal.” — firm_official

• Differentiators — Sole mandate is fixed income — dedicated fixed income managers, not generalist asset allocation, Runs some of Morgan Stanley's largest separately managed fixed income and cash portfolios, Independent credit research with street-wide coverage and institutional execution, All trades executed on an agency basis with firms unaffiliated with Morgan Stanley, eliminating potential conflicts of interest, Strong tax background and focus on after-tax total return; no leverage, no position above 5% at cost (high)

  • “Our exceptionally experienced team builds and actively manages highly customized fixed-income portfolios, providing:

• Dedicated fixed income managers

• Tailored, high-grade, cash portfolios

• Customized investment gu” — firm_official

  • “We manage diversified portfolios with no positions exceeding 5% of the portfolio at cost, and do not employ leverage.” — firm_official

• Content marketing — active (high)

  • “### May 2026 ZFIM Newsletter” — firm_official
  • “Here is our February 2026 Fixed Income Perspectives, where we share what we are seeing on interest rates, inflation, economic growth, and major bond markets. We highlight the key themes we find most important. Check back” — firm_official

• Has podcast — no (medium)

  • “Welcome to our Research tab. Here, you’ll find a growing library of our publicly available content and market commentary, curated to help you stay informed on key trends, themes, and developments.” — firm_official

• Books published — gap: not_found_after_search

• Linkedin url — https://www.linkedin.com/in/drewzager (high)

  • “Visit Drew Zager on LinkedIn” — firm_official

• Social presence — linkedin_active, x (medium)

  • “Visit Drew Zager on Twitter

Visit Drew Zager on LinkedIn” — firm_official

• Press awards — Barron's Top 100 Financial Advisors (ranked since inception in 2004), Featured on CNBC — Morgan Stanley Vice Chairman Gary Kaminsky commended ZagerFIM (medium)
  • “Click below to watch Morgan Stanley's Vice Chairman Gary Kaminsky commend ZagerFIM (03:15) around the 3 minute mark on CNBC:” — firm_official
  • “Drew has been ranked on Barron's Top 100 Financial Advisors list since its inception in 2004 to 2021 and in 2023.” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
  • “Morgan Stanley Private Wealth Management

Zager Fixed Income Management” — firm_official

• Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Standard Morgan Stanley PWM template: corporate navy/black sans-serif wordmark, no team mark. Wide photographic hero, square team portrait tile, headshot carousel, and stock icon imagery for research documents. (high)
  • “” — firm_official
  • “” — firm_official

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