Citigroup Alternative Investments
Our Approach- Products
- Managed Money
- Portfolio Management Group
- Investment Process
Portfolio Management Group
Investment Process
Investing can bring you many rewards, but it is a process that takes perseverance and commitment. Our goal in the portfolio management program is to help you build your wealth over the long term.
That's why the relationship you and your portfolio manager establish is based on much more than stocks and bonds. It's a unique, life-planning partnership, one that responds and changes as events in your life change. Whether you are saving for your child's education, planning your own retirement or preserving your estate for your heirs, ongoing communication with your portfolio manager ensures that he or she can adjust your portfolio as circumstances in your life may require.
Your Objectives
Establishing your financial objectives is by far the most important step in the investment process. The primary catalysts in determining how your portfolio manager will distribute your assets are your return objectives, risk tolerance and timeframe. These three factors will become the blueprint from which your portfolio manager will work.
Portfolio Construction
Utilizing a variety of technical and fundamental research resources within and outside Smith Barney, your portfolio manager is able to select investment ideas from some of the brightest minds on Wall Street in order to achieve your stated objectives.
Continuous Monitoring and Review
Driven by vision and discipline, your portfolio manager will guide your portfolio through the most challenging of markets. He or she will not only monitor the events that shape your life and your financial goals, but those trends and developments that shape the global investment environment, drive our economy and ultimately effect your portfolio's performance. This is a direct partnership and, the lines of communication are always open.
For more information, please contact your Smith Barney Financial Advisor.
