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Mary & Ron Tomanek
at Morgan Stanley Smith Barney
Consulting Group
111 S. Pfingsten Road
Suite 200
Deerfield, IL 60015
tel: 847-480-3605
toll free: 800-543-3623
fax: 847-498-1546
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Whether you are a private individual or an institutional trustee, the complexity of today’s capital markets heighten the need for professional, experienced investment advice. The Certified Investment Management AnalystSM (CIMA) certification/designation is earned by only those Financial Advisors that have completed an extensive training course and a rigorous exam. CIMA® advisors can assist you in establishing suitable objectives, developing appropriate investment strategies and selecting appropriate investment options. To work with a professional who has earned the certification that represents the experience and knowledge you need in today’s environment, please contact us.
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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.
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.
FEATURED REPORTS

Consulting Group: TRAK - For Mutual Funds at NAV (pdf)

Consulting Group: The Pitfalls of Investor Psychology - Behavioral Bias Can Lead to Costly Errors (pdf)

Consulting Group: Strategies to Develop an Investment Policy Statement Under ERISA (pdf)
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