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ADV Disclosure Documents and Privacy Notices

You may view and print the ADV Schedule H or similar disclosure document (the "Disclosure Document") and privacy notice (the "Privacy Notice") for Morgan Stanley Smith Barney LLC ("MSSB") or Citigroup Global Markets Inc. ("CGMI") as well as for specific third-party Investment Advisors/Sub-Managers (the "Investment Advisors") who may be managing your account(s). Please review the Disclosure Documents and Privacy Notices carefully, as they provide important information about MSSB, CGMI and each Investment Advisor. Clients of CGMI, including Citi Personal Wealth Management, should review both the CGMI Disclosure Document and the MSSB Disclosure Document for information relating to the investment advisory services being provided to their account.

To view and print the Disclosure Documents and Privacy Notices, please click on the relevant links below. The Privacy Notices may be included within the applicable Disclosure Document. To view or print documents provided in PDF format, you will need to obtain the Adobe Reader, which is available free of charge at Adobe's Web site (www.adobe.com), and install it on your computer.

For more information, please contact your Financial Advisoradvisor

Disclosure Documents and Privacy Notices Morgan Stanley Smith Barney LLC Citigroup Global Markets Inc.
Graystone Consulting Institutional Consulting Services ADV Schedule H (PDF) N/A
Graystone Consulting Manager Assessment Program ADV Schedule H (PDF) N/A
Citigroup Institutional Consulting Manager Assessment Program ADV Schedule HN/A (PDF)
Collective Funds Asset Allocation Program Descriptive Brochure(PDF) N/A
Consulting Group/Portfolio Management Group Form ADV Schedule H(PDF) (PDF)
401(k) Advisor Descriptive Brochure(PDF) (PDF)
Legg Mason Private Portfolios Form ADV Schedule H(PDF) (PDF)
Mutual Solutions Descriptive Brochure(PDF) N/A
Privacy Policy (PDF) (PDF)
Smith Barney Advisor Descriptive Brochure(PDF) (PDF)
TRAK CGCM Descriptive Brochure(PDF) (PDF)
TRAK NAV Descriptive Brochure(PDF) (PDF)
Morgan Stanley Personal Portfolio (PDF) N/A

For more information, please contact your Financial Advisor.

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