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Smith Barney Advisor

Your investments. Your choices. Our advice.

Partnering with Smith Barney Advisor is the first step in helping to ensure your investments stay true to your goals. We offer a non-discretionary investment advisory relationship where you and your advisor develop an appropriate investment strategy that gives you a clearly defined plan based on your unique circumstances, time horizon and risk tolerance.

When you open a Smith Barney Advisor account, your advisor will take the time to listen and understand your situation and help you develop a truly customized investment plan.

Planning begins with a comprehensive investment process:

  • Step 1: Setting financial objectives
  • Step 2: Developing an asset allocation strategy
  • Step 3: Evaluating and selecting appropriate investment vehicles
  • Step 4: Ongoing portfolio monitoring

To learn more how Smith Barney Advisor can help ensure your investment decisions are right for you, read our report Invest on your own terms. Not on your own. (pdf)

Fees

One of the primary benefits of Smith Barney Advisor is that you only pay one, simple fee for the comprehensive guidance provided by your advisor. One fee covers everything — personalized investment advice, transactions, reporting and account fees. That means no surprises, no added costs and the freedom to make your investment decisions as you see fit.

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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