We are financial professionals who believe that you--as one of our most important clients--is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other financial firm. We bring the scope and influence of two of the world’s strongest financial institutions to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.
This combination of personal attention and financial possibilities creates unexpected -- and welcome -- opportunities. Your financial life requires the broadest possible scope of expertise, and we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
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- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
- To learn more about us, our financial planning process, business and investment philosophy, please click on Our Practice.
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