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Consulting Group
1014 Santa Barbara Street
Santa Barbara, CA 93101
Santa Barbara, CA 93101
tel: 805-564-7904
toll free: 800-874-0282
fax: 805-564-7949
toll free: 800-874-0282
fax: 805-564-7949
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Retirement Standard Checklist (pdf)
- Investment Consulting Services for Associations and Other Non-Profits (pdf)
- Does the Stimulus Plan Benefit You and Your Family? (pdf)
- How You Can Survive a Layoff (pdf)
- Women & Co.: Take Action - Join Women & Co. (pdf)
- Consulting Group: Beginning with the Basics - A Solid Investment Policy Can Be a Blueprint for Success (pdf)
- Consulting Group: Institutional Clients -- A Delicate Balance - Setting Endowment Spending and Investment Policies (pdf)
- Consulting Group: Fiduciary Guidelines for Foundations & Endowment Trustees (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- Perspectives in Estate Planning (pdf)
- Thought Leadership From Morgan Stanley Smith Barney: Client Conference Call (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Taxes in America Client Conference Call Series (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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