Smith Barney Advisor

Your Advisory Relationship

No two investors are alike. That's why Smith Barney Advisor provides the flexibility, services and level of control that allow you to tailor an investment portfolio to your individual needs. Fundamental to each advisory relationship is a variety of key benefits to help you manage your wealth.

Investment Options. We offer a broad universe of eligible securities — stocks, bonds, mutual funds, exchange traded funds and more, that can be included in your portfolio.
No Hidden Charges. You pay one fee for advice with no additional costs. Your Financial Advisor is paid solely for advice.
Account Services. Managing wealth encompasses many moving parts. Our one simple account fee not only covers investment advice and guidance, but also includes services such as transactions, security safekeeping and custody, automatic sweep of cash balances, and direct access to world-class client service.
Consulting Services. Looking at your total financial picture is vital to creating the most effective strategic investment plan. Your Financial Advisor can consider all of your assets — including those held at other firms. This holistic wealth management approach allows for realistic goal setting and greater precision in decision-making.
Ongoing Portfolio Monitoring. Our ongoing monitoring technology reviews your portfolio on a daily basis to ensure your portfolio stays within the agreed upon asset allocation plan.
Communication and Reporting. Over time, changing market conditions or shifts in your goals and objectives may require portfolio adjustments. Periodic statements and reporting, as well as reviews with your Financial Advisor give you a clear picture of where you stand and help ensure your investments stay on track.

INVESTMENT PRODUCTS: NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

For more information, please contact your Financial Advisor.

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Smith Barney Advisor

Your Advisory Relationship