The Stratton Group at Morgan Stanley Smith Barney

A 4 person investment management and financial advisory practice supported by the full depth of Morgan Stanley Smith Barney's global resources.

We are among the most creative problem solvers in the industry and very proud of the depth of customization we develop to meet client needs while mitigating the most controllable and often ignored risks of investment planning. That depth of customization comes from a deep knowledge of every asset class, strategy, and the products that represent them, as well as a breadth of experience in tax and estate planning for varying entities. Our results are the most cutting-edge and complex strategies in wealth management expressed in uniquely simplified structures that far exceed the widely accepted pie-chart standards of client suitability.