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Pitchbook 0809
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Pitchbook 0809
- Tracey A. Binkley, CRPC® Associate Vice President Financial Advisor Franklin, TN (615) 764-4473 [email_address] http://www.morganstanley.com/fa/tracey.binkley
- Please consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectuses contain this and other information about the investment companies. To obtain a prospectus, contact your financial advisor, or download one at morganstanley.com. Please read the prospectus carefully before investing . The information and data in this presentation were obtained from sources deemed reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities or commodities, or any specific investment or strategy. For more information, please contact your Morgan Stanley Smith Barney Financial Advisor. This material was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws are complex and subject to change. This information is based upon current federal tax rules in effect at the time this was written. Morgan Stanley Smith Barney and its Financial Advisors do not provide tax or legal advice. Clients should always check with their tax or legal advisor before engaging in any transaction involving IRAs or other tax-advantaged investments. Investments and services offered through Morgan Stanley Smith Barney LLC, and accounts carried by Morgan Stanley & Co. Incorporated; members SIPC. Investment banking, underwriting and research are provided by Morgan Stanley Smith Barney LLC © 2009 Morgan Stanley Smith Barney REV 04/07 - SBD Facts About Investing: Disclosure J06/09
Notas do Editor
- Make it clear that you are committed to helping your clients succeed by establishing a relationship with them that begins with understanding their needs and continues through ongoing check-ups. Talking Points We need to know what you want to achieve and when, and how much risk you are comfortable taking on. There is no cookie cutter solution that fits everyone, so, once we understand your specific needs, we can then analyze your current situation and develop tailored solutions to help you meet your goals. To achieve your goals, you can take advantage of the wealth of investment resources available at Morgan Stanley Smith Barney: world-class equity and fixed income research,* powerful investment strategies and asset allocation models, a broad range of products and services and access to unique investment opportunities. Once we put your investment strategy into place, we should talk regularly to make sure your investments are staying on track or to update your portfolio for changes in your personal situation. * Morgan Stanley Smith Barney research is prepared by the firm’s affiliate companies – Morgan Stanley and Citi.
- Discuss how throughout Morgan Stanley and Smith Barney’s long histories, our firms have continually increased and diversified their abilities to help individual investors meet their financial goals. Talking Points • The crash of 1929 and the Great Depression threw America into financial chaos. But the visionaries who recognized that change brought opportunity were able to sow the seeds of economic renewal. Morgan Stanley and Smith Barney both rose to prominence in this tumultuous era, bringing together the expertise of veteran financiers to serve their country and their clients. • Morgan Stanley and Smith Barney accelerated the pace of expansion from the ‘60s into the ‘90s, in terms of both geography and capability. Morgan Stanley opened offices throughout the world, and joined forces with Dean Witter, Discover & Co., to greatly increase offerings for individual investors. And, Smith Barney expanded first through its parent company merger with Shearson Lehman and later joined forces with legendary investment bank Salamon, ultimately becoming a division of Citigroup Global Markets and encompassing more than 14,000 financial advisors. • In recent years, Morgan Stanley has focused on integrating capabilities so that expertise in one area creates opportunities for all of our individual and institutional clients. • Morgan Stanley integrated equity, debt and leveraged finance departments into Global Capital Markets Group to provide integrated client solutions. Offered clients access to great opportunities, including: • Co-managed Google IPO • Participated in China’s largest IPO On June 1 st 2009, Morgan Stanley and Smith Barney joined forces to become the industry’s premier wealth-management business. With more than 18,500 high-quality financial advisors, $1.3 trillion in client assets, and 1,000 offices around the globe, the resources available to its clients are infinitely powerful.
- Illustrate how Morgan Stanley and Smith Barney’s long history of Thought Leadership and Innovative Solutions has allowed us to continually offer more, and better, products and services that benefit individual investors. Talking Points As a Thought Leader , Netted eight of the top 10 spots on Barron’s “Top 100 Financial Advisors List,” including the number one spot. Collectively, Morgan Stanley and Smith Barney took a total of 33 spots on the list. 22 analysts named as Institutional Investor All-Stars (2008). Institutional Investor ranked Morgan Stanley in the Top 5 firms for research for North America, Europe, Latin America and Japan and Citigroup as #1 in Asia, #2 in EMEA and Europe, and #3 in the US (2008). As a Pioneer in Innovative Solutions , Technology Firsts: Morgan Stanley created the first computer model for financial analysis in 1962 In 1979, Smith Barney launched PM, an advisory system for high-net-worth individuals and institutions – providing a flexibility even the best brokerages could never offer before. And, 1991 marked another industry first for Smith Barney with the launch of TRAK, a groundbreaking advisory platform that helps investors sift through thousands of mutual funds.
- Discuss how Morgan Stanley Smith Barney delivers institutional capabilities and global resources to our individual clients. Talking Points Morgan Stanley Smith Barney provides clients with access to Morgan Stanley and Citi Global Market Inc.’s extensive capital markets resources for unsurpassed market intelligence and investment opportunities: Over 18,500 high-quality financial advisors $1.3 trillion in assets under management A footprint of more than 1,000 offices worldwide Morgan Stanley and Citi research covers over 3,000 companies globally. Over 300 analysts, economists and strategists located in 25 countries comprises some of the industry’s best minds. This strong presence gives us insight into both the global picture and the local story and enables us to provide investors with competitive ideas and investment strategies. Morgan Stanley Smith Barney delivers the strengths of our affiliate companies as leading underwriters in various capital markets: US Bonds US Corporates US Investment Grade Debt, US High Yield Debt, US Preferred Debt, Global Bonds ( Source: 1Q09 Underwriter Rankings for Morgan Stanley and Citi. League Tables, Bloomberg. 4/1/09)
- Continue discussion of how we the breadth and depth of Morgan Stanley Smith Barney’s products and services to find the right solutions for their situation, from everyday financial management to long-term, multi-generational wealth management. Talking Points We will work with you as broker, advisor or both, depending on your needs. In any relationship you establish with us, we can provide you with a broad range of financial solutions (proprietary and third-party) to help you manage and grow your wealth: For shorter term needs, we offer cash management through Online Bill Pay and our new World Elite Card, and a variety of portfolio, margin and home loans. We can help you address immediate financial needs without derailing long-term investment strategies. For long term needs, we have resources to help you create a sound retirement plan to support the lifestyle your choose. We have extensive experience helping affluent individuals expand, preserve and transfer wealth.
- Discuss how you build a relationship with your clients through a five-step process that begins by understanding their needs. Talking Points The first step toward successful investing is for us to build a relationship with you. Because we recognize every client is unique, we approach each relationship through these five steps: Understanding you. Your relationship starts with a frank conversation to help your Financial Advisor thoroughly understand your goals, your tolerance for risk and your particular needs. Analyzing your needs. You and your Financial Advisor review and analyze your current financial situation and evaluate various strategies that could be employed to help you reach your goals. Tailoring your solution. Your Financial Advisor evaluates and recommends the appropriate combination of investments for your strategy, and makes sure you understand them. Carrying out your choices. Your Financial Advisor helps you implement the investment strategy that you have chosen. Staying committed to you. Your Financial Advisor maintains an ongoing commitment to the relationship through regular contact, timely account information, and seeing that your questions or concerns are resolved.
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