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The Twin City Group
at Morgan Stanley Smith Barney
Consulting Group
100 N. Main St., Suite 2500
Winston-Salem, NC 27101
tel: 336-721-9203
toll free: 800-334-4401
fax: 336-721-4940
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Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Wealth Management
  • Professional Portfolio Management
  • Institutional Services
  • Insurance Services
  • 401k Rollovers
  • Investment Policy Statements
  • Exchange Traded Funds
  • Planning for Special Needs Individuals
Bulletin Board
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
  • Join us November 2, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Roth IRA conversions - Beginning next year, everyone will be able to convert an IRA to a Roth IRA. Which clients should (and, importantly, which should not) take advantage of this conversion opportunity and how will the rules operate?

    Participant Dial in number: (866) 502–2159
  • Listen to the replay of the September 30 client conference call featuring Dr. Mohamed El-Erian. Dr. El-Erian is the CEO and co-CIO of PIMCO and is also the newly appointed portfolio manager for the TRAK Consulting Group Capital Markets International Fixed Income Investments Fund at Morgan Stanley Smith Barney.
    Replay Dial-in: (800) 642-1687 (toll free within the U.S.)
    Passcode: 23559200
    For additional details, see brochures.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

100 Point Commentary (pdf)

On the Markets (pdf)
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