Morgan Stanley Smith Barney offers a broad array of investment advice, products and services. This breadth of choice enables Morgan Stanley Smith Barney to provide company’s with specific retirement plans to meet their needs.

Consulting Group:	The Consulting Group (CG), a division of Citigroup Global Markets Inc., has been a leader in investment management consulting over the last 30 years. CG is committed to delivering customized, long-term investment strategies for institutional and individual clients. Through its roster of client services, comprehensive investment advisor research, cutting-edge technology and highly educated Financial Advisors, Consulting Group is well-positioned to provide clients with the analysis and advice they need to help them meet the challenges of investing over the long-term.
Portfolio Management:	Morgan Stanley Smith Barney's Portfolio Management Group (PMG) provides personalized investment strategies for high net worth individuals and institutions. Our portfolio managers are among a group of Morgan Stanley Smith Barney Financial Advisors who are qualified based on training, experience and commitment to client service. Founded on the principles of asset allocation and diversification, and leveraging the global resources of Morgan Stanley Smith Barney and Citigroup Global Markets Inc., our portfolio managers design and manage client assets on a full-discretionary money management basis.
TRAK® Personalized Investment Advisory Service:	Managers oversee portfolios that emphasize narrowly defined investment styles. The style-specific funds are designed to provide plans with a high level of diversification and enable participants to tailor effective retirement portfolios.
Collective Trust Funds:	Collective Trust Funds, offered exclusive to the qualified plan market, include both actively managed funds and passively managed index portfolios. Each fund is advised by an institutional money manager.*
Global Stock Plan Services – Corporate Equity Plans:	Publicly traded companies may choose to offer the benefits of stock ownership to their employees. GSPS administers all aspects of a company’s stock plan from record keeping, trading, communications and investing.
Self-directed brokerage account:	For participants seeking a larger universe of investment alternatives, we provide a self-directed brokerage option that offers stocks, bonds, mutual funds and other investment alternatives.
Company Stock:	Morgan Stanley Smith Barney is a global leader in providing publicly traded corporations with equity compensation benefit plans such as Stock Options, Restricted Stock and Employee Share Purchase Plans (ESPP). We service over 600 corporations around the globe.