Top Content Curve

TRAK®

Welcome to TRAK – Your Personalized Mutual Fund Advisory Service

Researching and selecting the right mutual funds for your specific needs from the thousands of funds available today can take more time, effort and expertise than you have to give.

TRAK is Consulting Group's innovative mutual fund advisory service that does the work for you. For one simple fee, TRAK offers:

  • Personal attention and asset allocation advice from a dedicated Financial Advisoradvisor
  • Access to both no-load and load-waived mutual funds
  • A range of funds managed by some of the nation's most successful fund companies
  • Strategically selected mutual funds appropriately diversified across investment styles and asset classes
  • Portfolios managed by professional money management firms with experienced portfolio managers
  • Comprehensive portfolio monitoring and reporting

And because you're unique from other investors, TRAK offers two distinct mutual fund advisory services to choose from – TRAK Net Asset Value (NAV) or Consulting Group Capital Markets Funds (CGCM). Each advisory program offers personalized investment planning, so you can partner with an experienced Financial Advisoradvisor who can help you tailor a mutual fund strategy based solely on your needs, risk tolerances, time horizon and long-term financial goals.

TRAK is available to investors with a minimum of $10,000, making it a useful platform for college savings, individual retirement accounts and general household accounts. Learn more about how the personalized mutual fund advisory services offered through TRAK can simplify your financial future.

  1. Request: Establishing Your Personal Financial Objectives
  2. Recommend: Developing an Asset Allocation Strategy
  3. Select: Selecting Appropriate Investments
  4. Review: Evaluating Funds and Performance

Asset Allocation Advice from Wall Street's Brightest Minds

Before you begin the process of selecting specific mutual funds, your Financial Advisoradvisor will help you determine an appropriate asset allocation strategy — a process many investment professionals consider a core component of investment success.

The Investment Committee, which is composed of key investment professionals within Morgan Stanley Smith Barney, uses a dynamic process to create model portfolios diversified across stocks, bonds and cash, and tailored for investors based on financial needs and objectives. The resulting model portfolios range from conservative to aggressive and can be tactically employed for your investment plan based on your specific profile.

Begin your personalized asset allocation strategy by completing our TRAK Questionnaire. Then contact one of our experienced Financial Advisorsadvisors for a free consultation.

Investing Made Simple for Your TRAK Account

Put the Power of TRAK to work for you even more by adding assets regularly and electronically through the capabilities of a system known as Systematic Withdrawal/Investment Schedule (SWIS).

All mutual fund products are sold by prospectus, which contains more complete information about the fund. Please contact your Financial Advisors advisors for copies. Please read the prospectus and consider the fund's objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund.

Please contact your advisor for more information about available products, services and research.

For more information, please contact your Financial Advisor.

Bottom Content Curve