Alternative Investments
Benefits & Considerations- Products
- Managed Money
- Guided Portfolio Management
Guided Portfolio Management
The GPM program is ideal for those investors who value customized portfolio management and personalized service. The program's strengths lie in our Portfolio Managers' ability to leverage the global resources of Smith Barney and firsthand knowledge of your unique financial situation.
Consulting Services
- Development of written investment objectives
- Examination of past investment performance
- Periodic review of performance against objectives
- Development of ongoing asset allocation
- Quarterly economic analysis and market commentary
Investment Management Options
- Fixed Income
- Balanced/Conservative
- Balanced/Growth
- Equity Income
- Growth Equity
- International Equity
Client Benefits
- Direct communications with the investment professional managing your account
- Professionally managed accounts, customized to fit your needs
- Resources of a proven industry leader
- Unified fee aligning your interest with your Financial Advisor
For more information, please contact your Financial Advisor.