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Financial Advisors
Two North Tamiami Trail
Suite 1100
Sarasota, FL 34236
Suite 1100
Sarasota, FL 34236
tel: 941-364-7482
toll free: 800-237-9441
fax: 941-951-2513
toll free: 800-237-9441
fax: 941-951-2513
Special Reports
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.
- Equity Strategy: The Case for Bulls, Bears and In-Betweeners (pdf)
- Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)
- Commodity Outlook (pdf)
- The Case for Global Equity Diversification 2009 (pdf)
- Tuesday Tidings: Introducing Our 2010 Market Outlook; September 4, 2009 (pdf)
- Citi Private Client Investment Strategy: Reaching for Yield Intelligently; August 25, 2009 (pdf)
- Graystone Consulting: Investors' Monthly (pdf)
- CPWM: Nine Signposts for 2009 (pdf)
- Current Outlook (pdf)
- Citi Personal Wealth Management: On the Markets (pdf)
- Insights: Geopolitical Monthly (pdf)
- At a Glance: A Guide to Morgan Stanley and Citi's Equity Research Ratings (pdf)
- Equity Market Daily (pdf)
- On the Markets (pdf)
- Portfolio Strategist Digest (pdf)
- Portfolio Strategist - A Weekly Guide for Investors (pdf)
- Consulting Group: Annual Returns for Major Indices (1988- 2008) (pdf)
- Monday Morning Musings (pdf)
- Municipal Market Commentary (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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