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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
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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
  • Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
  • 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.
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.
FEATURED REPORTS

At a Glance: A Primer on the Public-Private Investment Program (pdf)

On the Markets (pdf)
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