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Financial Advisor
Guided Portfolio Manager
Guided Portfolio Manager
Two Town Place
Suite 100
Bryn Mawr, PA 19010
Suite 100
Bryn Mawr, PA 19010
tel: 610-542-2924
toll free: 800-221-8496
toll free: 800-221-8496
Seminars and Events
Morgan Stanley Smith Barney offers a variety of educational seminars for clients. Please check here for future offerings or call our office.
Personalized Wealth Management with ETFs
We’ll introduce you to Exchange Traded Funds. You can introduce them to your portfolio.
Exchange Traded Funds (ETF) have become one of the fastest growing segments of the mutual fund industry. They trade like stocks, can offer low expense ratios and allow diversification.
Smith Barney’s Exchange Traded Funds Program provides investors with an efficient way to diversify assets and to equitize cash. With hundreds of ETFs in the marketplace ranging from sector and style-based equity portfolios to fixed income funds, ETFs could be the right investment vehicle for you.
Find out more at Smith Barney’s Exchange Traded Funds seminar.
- Lunch will be served.
All Exchange Traded Funds are sold by prospectus, which contains more complete information about the fund. Please contact your Financial Advisor for copies. ETFs are subject to market risk and fluctuate in value. 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.
ETFs are subject to market risk and fluctuate in value.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
ETFs are subject to market risk and fluctuate in value.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
Date:
Friday, April 30, 2010 12:15 PM
Host:
Chinmay Datta - MD
Speaker:
Christopher Bryan - Wealth Management Advisor
Location:
Sheraton
Station Square Hotel
Pittsburgh, PA
Station Square Hotel
Pittsburgh, PA
Christopher Bryan at 800-221-8496 ext. 2924
or RSVP online.
Personalized Wealth Management with ETFs
We’ll introduce you to Exchange Traded Funds. You can introduce them to your portfolio.
Exchange Traded Funds (ETF) have become one of the fastest growing segments of the mutual fund industry. They trade like stocks, can offer low expense ratios and allow diversification.
Smith Barney’s Exchange Traded Funds Program provides investors with an efficient way to diversify assets and to equitize cash. With hundreds of ETFs in the marketplace ranging from sector and style-based equity portfolios to fixed income funds, ETFs could be the right investment vehicle for you.
Find out more at Smith Barney’s Exchange Traded Funds seminar.
- Breakfast will be served.
All Exchange Traded Funds are sold by prospectus, which contains more complete information about the fund. Please contact your Financial Advisor for copies. ETFs are subject to market risk and fluctuate in value. 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.
ETFs are subject to market risk and fluctuate in value.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
ETFs are subject to market risk and fluctuate in value.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
Date:
Tuesday, June 15, 2010 6:30 AM
Host:
Scientific Synposiums International - Dr. Bennington, - MD
Speaker:
Christopher Bryan - Wealth Management Advisor
Location:
Sea Pines Plantation Resort
Harbourtown Conference Center
Hilton Head, SC
Harbourtown Conference Center
Hilton Head, SC
Christopher Bryan at 800-221-8496 ext. 2924
or RSVP online.
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.
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.
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