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Your first step toward successful investing is building a relationship with your Morgan Stanley Smith Barney Financial Advisor, who is well-trained to help you succeed. Because we recognize every client is unique, we approach each relationship through these five steps: - Understanding you. Your relationship starts with a frank conversation to help your Financial Advisor thoroughly understand your goals, your tolerance for risk and your particular needs.
- Analyzing your needs. You and your Financial Advisor review and analyze your current financial situation and evaluate various strategies that could be employed to help you reach your goals.
- Tailoring your solution. Your Financial Advisor evaluates and recommends the appropriate combination of investments for your strategy, and makes sure you understand them.
- Carrying out your choices. Your Financial Advisor helps you implement the investment strategy that you have chosen.
- Staying committed to you. Your Financial Advisor maintains an ongoing commitment to the relationship through regular contact, timely account information, and seeing that your questions or concerns are resolved.
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