Top Content Curve
The King Group
at Morgan Stanley Smith Barney
Portfolio Management
353 Broadway
Saratoga Springs, NY 12866
tel: 518-581-7540
toll free: 866-273-3723
fax: 518-581-6620
[Click to enlarge]
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
  • Professional Portfolio Management
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Alternative Investments
  • Institutional Services
  • Wealth Management
  • Financial Planning
Bulletin Board
  • We are pleased to announce that local Financial Advisor Larry King was recognized in Barron’s as one of the Top 1,000 Advisors. The article appeared in the February 9, 2009 issue and is based on the methodology and criteria of independent research organization Barron’s Winner’s Circle. See In The Press for details.
  • In our continuing effort to bring you the best thinking and analysis on investing, join us Tuesday, Nov. 17 at 4:00 p.m. ET, when Chief Investment Officer Jeff Applegate will host a client call with Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, will share with us his outlook for the global economy and the markets in what is sure to be a lively discussion.

    Participant Toll-Free Dial-In Number: (866) 502-2427
    Conference ID Number: 40144573
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

Portfolio Management Group (pdf)

How You Can Survive a Layoff (pdf)

On the Markets (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]