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Consulting Group

Investment Opportunities

Because investors have a wide range of goals and objectives, Consulting Group has developed a broad array of investment strategies designed to meet those needs. From separately managed accounts, including those with multiple discipline strategies, to mutual funds and alternative investments, our investment programs are diverse and flexible enough to meet the needs of most investors.

Separately Managed Account Programs

Consulting Group's separately managed account programs give you access to individually customized portfolios that are professionally managed by some of the nation's most successful independent investment management firms.

Fiduciary Services

Featuring regular manager research, evaluation, and portfolio attribution services characterized by a single contract between the client and Consulting Group. We provide published research reports, consolidated statements and regular investment performance reviews. Admission to the Fiduciary Services program is typically limited to managers maintaining the highest ratings from our research analysts.

Mutual Fund Programs

With more mutual fund shares traded on the New York Stock Exchange and the American Stock Exchange combined, mutual fund investing has become more complex and challenging than ever before.

With Consulting Group's TRAK platform, our investors receive the benefits of diversification, professional asset allocation advice, mutual funds research and published reports, regular rebalancing recommendations and detailed performance reports.

Through our TRAK program, Consulting Group's personalized mutual fund advisory platform, investors have access Consulting Group's research, advice, and over 200 load and no-load funds.

Exchange Traded Funds

Exchange-traded funds are index funds, very similar to traditional index mutual funds that allow investors to trade a portfolio of securities in a single transaction. They track a specific benchmark yet are traded like a single stock and are listed on a stock exchange such as the American Stock Exchange. This unique combination offers the benefits of tax-efficiency, low entry costs, intra-day pricing, diversification, liquidity and portfolio transparency.

There may be additional risks associated with international investing involving foreign economic, political, monetary and/or legal factors. International investing may not be for everyone.

Although the statements of fact and data contained herein have been obtained from, and are based upon, sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions included herein are for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

The portfolio options featured on the Smith Barney website are representative of the investment styles available in the program but are not comprehensive.

For a full menu of investment managers and portfolio options available in Fiduciary Services, contact your Financial Advisor advisor.

Consulting Group, a business of Morgan Stanley Smith Barney, provides advisors with investment advisor research and capital markets analysis to assist in planning your personal investment strategy. This site describes asset management services provided to U.S. persons and entities by firms that are registered as investment advisers under the Investment Advisers Act of 1940. This site is not a solicitation on the part of Consulting Group or any asset management firm recommended by Consulting Group to provide asset management services to non-U.S. persons and entities. This site is for informational purposes only and does not constitute either investment advice or recommendations on the part of Consulting Group or any asset management firms described herein.

All mutual fund and exchange traded fund products are sold by prospectus, which contains more complete information about the fund. Please contact your advisor for copies. Please read the prospectus and consider the fund's objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund.

Please contact your advisor for more information about available products, services and research.

For more information, please contact your Financial Advisor.

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