Consulting Group

Personalized Investment Advice and Individually Managed Portfolios

The Consulting Group (CG), a division of Morgan Stanley Smith Barney, 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 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.

Consulting Group at a Glance

Our Mission: We seek to provide the highest possible level of customized investment service to our clients. The advisor and Consulting Group work with each client to develop a suitable investment strategy, select the best portfolio managers to execute that strategy, and evaluate manager performance over time.

Information on the Consulting Group's investment consulting

Consulting Group, a business of Morgan Stanley Smith Barney, provides Financial Advisors advisors with investment advisor research and capital markets analysis to assist in planning your personal investment strategy. This site describes asset management services provided to U.S. persons and entities by firms that are registered as investment advisers under the Investment Advisers Act of 1940. This site is not a solicitation on the part of Consulting Group or any asset management firm recommended by Consulting Group to provide asset management services to non-U.S. persons and entities. This site is for informational purposes only and does not constitute either investment advice or recommendations on the part of Consulting Group or any asset management firms described herein.

Please contact your advisor for more information about available products, services and research.

For more information, please contact your Financial Advisor.

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