According to Jarrett Z. Kovics, Branch Manager of Smith Barney’s Hawaii and Guam offices, managed investment solutions refer to an array of services provided by financial advisors. These typically include an in-depth analysis of the client’s financial needs, determination of appropriate investment objectives, and the selection and ongoing monitoring of suitable investment vehicles for a client’s portfolio.
“This award reflects Smith Barney’s long-standing commitment to providing individual and institutional clients with objective and highly informed investment advice,” said Kovics. He noted that Smith Barney also was honored in another key category, 2009 Managed Solutions Product of the Year, for its unified managed account (UMA) program, Select UMA. “The award recognized Smith Barney’s leadership in creating customizable, asset-allocated portfolios that blend separately managed account models, mutual funds and exchange-traded funds (ETFs) within a single managed account structure,” Kovics said.MMI presented the awards at its 2009 annual convention, which brought together many of the leading firms in the managed investment solutions industry. Smith Barney and Select UMA were each one of three nominees in their respective categories. Award winners were nominated and voted on by MMI members.About Smith Barney’s Consulting Group Consulting Group is an industry leader in investment management consulting, managed money products and services. Founded in 1973, the Consulting Group works with Smith Barney financial advisors and their clients to develop customized investment strategies based on their financial objectives. A hallmark of the Consulting Group’s products and services is its disciplined investment process. Additional information may be found at: www.smithbarney.com/consultinggroup.Smith Barney is a division of Citigroup Global Markets Inc. (Member SIPC). It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. Smith Barney is a part of Citi Global Wealth Management, which has approximately 13,765 financial advisors and private bankers in about 800 offices. Smith Barney offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, cash and portfolio management, as well as retirement,education and estate planning. Smith Barney currently has more than $1.1 trillion in client assets.Citi, a leading global financial services company, is affiliated with millions of clients, corporations, governments and institutional investors in more than 100 countries and offers a broad range of financial products, advice and services, including consumer banking and finance, corporate and investment banking, securities brokerage, wealth management and alternative investments. Citi is also recognized as a leader in corporate responsibility, sustainable growth, financial education and microfinance and it is a component of the Dow Jones Sustainability Index and FTSE4Good Index. Additional information may be found at www.citigroup.com or www.citi.com.All mutual fund products and exchange-traded funds are sold by prospectus, which contains more complete information about the fund.Please contact your Financial Advisor for copies. Please read the prospectus and consider the fund’s objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund.(c) 2009 Citigroup Global Markets Inc. Smith Barney, Consulting Group and Investment Advisory Services are divisions of Citigroup Global Markets Inc. (“CGMI”). Securities are offered through CGMI. Member SIPC. CGMI and Citibank are affiliated companies under the common control of Citigroup Inc. Smith Barney is a service mark of CGMI and its affiliates and is used and registered throughout the world. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered throughout the world.About MMISince 1997 MMI has been the leading voice for the global financial services organizations that provide advice and professionally-managed solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting and professional networking, MMI supports and advances the growth of managed investments. MMI members’ advice-driven investment solutions are responsive to an evolving worldwide financial landscape, and their organizations are committed to the highest standards of fiduciary responsibility and ethical conduct. For more information, visit www.mminst.org.Asia Pacific Group of Citi Smith Barney’s Guam office provides institutions and high net worth individuals with customized economic, investment and asset allocation strategies based on their individual financial objectives. The team is headed by Daniel A. Roland, CIMA, Senior Vice President – Wealth Management/Citi Smith Barney and Senior Institutional Consultant/Consulting Group. Dan has over 30 years of experience in the institutional marketplace. Jason B. Miyashita, CRPS, Second Vice President – Wealth Management and Financial Planning Specialist/Citi Smith Barney and Senior Investment Management Specialist/Consulting Group spearheads the teams’ efforts in the corporate and individual high net worth marketplace. Maree Pelkey, Registered Client Service Associate, serves as technical analyst and heads client service. Additional information may be found at: http://fa.smithbarney.com/asiapacificgroup.
