Managed Money

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• Portfolio Management Group
  • Portfolio Management
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• Investment Advisory Account Documents
  • ADV Brochures and Privacy Notices
  • Manager Profiles - Fiduciary Services
  • Manager Profiles - Select UMA

Investment Advisory Account Documents

Please click on the relevant links below to view and print documents related to your Morgan Stanley Smith Barney Consulting Group Investment Advisory Account.

Form ADV Brochures and Privacy Notices

This includes the Form ADV brochure and privacy notice (the “Privacy Notice”) for Morgan Stanley Smith Barney LLC (“MSSB”) as well as for the Manager(s)/Sub-Manager(s) (the “Managers”) who may be managing your account(s).

Please review the Brochures and Privacy Notices carefully as they provide important information about MSSB and each Manager.

Manager Profiles - Fiduciary Services

Manager Profiles - Select UMA

This includes the Manager Profiles of the specific Managers who may be managing your account(s).

Please review the Manager Profiles carefully as they provide important summary information (including past performance) about each Manager. Past performance is no guarantee of future results.