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Portfolio Management Group

Welcome to Portfolio Management Group

Since 1979, Smith Barney's Portfolio Management Group has been providing personalized investment strategies for high-net-worth individuals and institutions. Our Portfolio Managers are among a select group of Financial Advisors who are qualified based on training, experience, and commitment to client service.

Founded on the principles of asset allocation and diversification, and leveraging the global resources of Morgan Stanley Smith Barney, our portfolio managers design and manage client assets on a full-discretionary money management basis. Consisting of three distinct client programs, Portfolio Management Group was designed to meet the unique investment goals, needs and qualifications of investors.

The Portfolio Management Group Advantage

Personalized Portfolios

Working closely with you, your portfolio manager will tailor a portfolio of securities to meet your unique needs. From planning your own retirement to funding your child's education, your portfolio manager will be there every step of the way helping you obtain your financial goals.

Ongoing Communication

Communication is the crux of every relationship. Therefore, you'll always have direct access to your portfolio manager. We believe that open lines of communication result in a more complete understanding of your unique situation.

Extensive Resources

Our portfolio managers have access to some of Wall Street's brightest thinkers. Morgan Stanley Smith Barney's diverse team of research analysts, strategists and economists are well positioned to meet the challenges of the global investment arena. These resources create the extensive support network available to your portfolio manager for the effective management of your assets.

Unified Fee

One unified account fee, based on assets held in your account rather than on transactions helps to eliminate any potential conflict of interest. This arrangement creates a true partnership with a focus on achieving one common goal: your financial success.

Read more about the benefits of Portfolio Management Group in our brochure, Bringing Professional Money Management, Closer to Home.

For more information, please contact your Financial Advisor.

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