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| | | | | How we help you manage your money | | |
Our time-tested personalized consulting process gives you the investment management knowledge of a select group of portfolio mangers. You also receive performance monitoring assistance and personal attention from your Morgan Stanley Smith Barney Financial Advisor.
| | | | The process: | | |
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Establishment of Goal and Objectives: We help you define your specific financial objectives and determine your investment style, whether it is conservative or aggressive. Then we help you shape realistic expectations. |
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Manager Search and Selection: After your Financial Advisor uses the screening and selection process to identify at least three investment managers utilizing management styles consistent with yours, you discuss your choices and select the investment manager(s) you think are most suitable. |
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Monitor Progress: With your Financial Advisor serving as your liaison, you evaluate your portfolio's performance and your progress in reaching your investment goals. The comprehensive report you receive each quarter gives you an analysis of both your manager and your portfolio relative to the benchmarks you establish. |
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