Alternative Investments
Benefits & ConsiderationsGuided Portfolio Management
Benefits
Personalized Service
GPM enables you to have a personalized managed account. Your portfolio manager will customize your portfolio based on your individual needs and tolerances - which may be especially beneficial for tax planning purposes.
Comprehensive Communication
Clear two-way communication is critical to the success of any relationship and is especially important in GPM. One of the main advantages of the GPM program is the direct access to an investment decision-maker.
Experience and Expertise
Prior to becoming a Guided Portfolio Manager, your Financial Advisor successfully completed a specialized training process enabling him or her to manage your portfolio.
Resources of an Industry Leader
Smith Barney Citigroup's extensive and award winning research provides the foundation for all accounts in the Guided Portfolio Management program. Your portfolio manager has unlimited access to our more than 375 analysts, teams of economists and strategists.
Premium Service
Your portfolio manager has access to sophisticated analytic and trading technology which enables him or her to research and implement ideas in a highly efficient manner.
Unified Fee
Our unified fee eliminates any potential conflict of interest. In GPM you pay one asset based fee. There are no additional transaction costs - creating a true partnership with a focus on achieving your long-term financial goals.
For more information, please contact your Financial Advisor.