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Guided Portfolio Management

The Guided Portfolio Management (GPM) Program provides investors with a well guided approach to portfolio management. Working with the recommendations of Citi Investment Research (CIR), advisors develop portfolios designed specifically to match clients' objectives and risk tolerance. Only those securities ranked 1 or 2 by CIR, or independent third-party research followed stocks with an S&P equity quality rating of B+ or better, are eligible for inclusion in client portfolios.

At the heart of GPM service is our commitment to our clients. Each investor is distinct from another. That's why our Financial Advisors advisors dedicate themselves to a personalized relationship that is based on much more than stocks and bonds: trust.

The CIR Department, one of the largest and well-renowned on Wall Street, is distinguished for its long-standing commitment to quality research. With a presence in the world's major financial markets, our diverse team of research analysts, strategists and economists are committed to helping investors meet the global challenges inherent in today's asset management. By utilizing the global resources of Smith Barney and maintaining open lines of communication, advisors can build truly personalized investment portfolios that can help clients achieve their long-term goals.

Read our report, Guided Portfolio Management: An Overview to learn how a guided investment portfolio can help you achieve your financial future.