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Fixed Income
Fixed Income High Net Worth
The Fixed Income High Net Worth® Program brings to the private investor and targeted institutional investors an enhanced level of service, without sacrificing control or freedom of investment choice.
The Fixed Income High Net Worth Program is designed to provide investors with a variety of services:
- Computerized portfolio management/recordkeeping services
- Enhanced access to the fixed-income marketplace
- Portfolio strategy and analysis
- Tailored specific research
The goal of the Program is to integrate these services to assure that your investment objectives are being addressed. To be eligible for the Program, clients must have a minimum of $1,000,000 in fixed-income securities or cash equivalent held at Morgan Stanley Smith Barney or at another financial institution.
The goal of the Program is to integrate these services to assure that your investment objectives are being addressed. To be eligible for the Program, clients must have a minimum of $1,000,000 in fixed-income securities or cash equivalents.
For more information, please contact your Financial Advisor.