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The Narmi Group
at Morgan Stanley Smith Barney
Portfolio Management
13625 California Street
4th Floor
Omaha, NE 68154
tel: 402-399-6300
toll free: 800-562-1997
fax: 402-399-6336
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L-R Back Row: Charlie Narmi, Theresa Rynaski,
Ellie Sweet & Nick Vondrak
L-R Front Row: Jon Narmi & Jim O'Laughlin
Email Us
Welcome Meet Our Group Services
Welcome

As a member of the Portfolio Management Group at Morgan Stanley Smith Barney, we provide discretionary asset-management services to both individuals and institutions. The Portfolio Management Group program offers investors a convenient and effective platform to invest in today's complex markets. Working directly with your portfolio manager, your investments are tailored to meet your individual needs and financial objectives.

Our commitment to our clients extends far beyond the normal broker-investor relationship. We work with our clients to develop a life-planning partnership designed to help achieve our clients’ long-term financial and personal goals. For many clients, the cornerstone of that process is direct communication with the investment professional managing their assets. For more information about Portfolio Management Group and our investment style, please contact us directly
Services
  • Retirement Planning
  • 401k Rollovers
  • Qualified Retirement Plans
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Endowments and Foundations
  • Philanthropic Services
  • Asset Management
  • Professional Portfolio Management
  • Cash Management
  • Wealth Management
  • Education Planning
  • 529 Plans
  • Exchange Traded Funds
  • Long Term Care Insurance
  • Insurance Services
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  • Get to know our team better. Read our Team Brochure. Just click on the Our Viewpoint link on the left-hand side to access it. We hope you will enjoy getting to know us better.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Market Review - John Goode (pdf)

Recessions and Bear Markets (pdf)

100 Point Commentary (pdf)
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