New Financial Concepts

We are an independent registered investment advisor providing comprehensive investment management, financial planning, estate planning, and company retirement plans.

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.

Bartlett & Company is one of the oldest investment advisory firms in the United States. Established in 1898, the company maintains a work force of more than 20 employees. Bartlett & Company provides investment management services for high net worth individuals, foundations, endowments, and corporate and nonprofit retirement plans. The firm also serves public funds, individual retirement accounts and fixed-income securities. Bartlett & Company additionally offers estate and financial planning services. The firm provides online information about several taxation provisions, market commentaries and reviews. Bartlett & Company offers investment opportunities in 401(k), municipal bonds and stock options. The firm provides record retention and indentity protection services.