The Garemani Group at Morgan Stanley Smith Barney

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1 The Garemani Group at Morgan Stanley Smith Barney

2 2121 Avenue of the Stars Suite 1200, Los Angeles, California / Main / fax

3 The Garemani Group at Morgan Stanley Smith Barney As your portfolio has grown, so too has its complexity and the resources needed to manage it. As Financial Advisors, we have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters. Working closely with you, we will develop an investment strategy focused clearly on your objectives one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley Smith Barney, one of the world s largest financial firms. When you look at wealth management from a long-term perspective, one thing becomes clear: it s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what s most important your progress toward your goals. The Garemani Group 3

4 Meet the Professionals With our experience in investment management, our team can help translate your objectives into strategies and solutions that make sense for you. We offer you a perspective developed over multiple market cycles, a thorough understanding of asset allocation and risk management, and an ability to refine your strategy as your needs and the financial markets change. In short, you will work with professionals who can provide a steady hand guiding you toward your investment goals. Noyan John Garemani, CIMA Senior Portfolio Manager Senior Vice President Financial Advisor Prior to joining Morgan Stanley Smith Barney in 2005, Noyan John Garemani was a Senior Vice President and Wealth Advisor at Morgan Stanley. He was a member of the Chairman s Club, a group which represents the top 175 advisors at Morgan Stanley. He has been advising high net-worth clients on financial planning, and the management of their investments since 1988 when he joined Morgan Stanley. Noyan earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles where he was also on the men s varsity tennis team. He also has an MBA in Finance from Pepperdine University, and received his CIMA certification from Wharton Business School. Noyan was recently selected to Research Magazine s Advisor Hall of Fame in 2010 *. He lives in Bel-Air, California with his wife and two children. 4 Morgan Stanley Smith Barney

5 Alexander Siele Financial Planning Associate Registered Marketing Associate Isabelle K. Poupeau Registered Associate Alex Siele is a Financial Planning Associate with the team. Before coming to Morgan Stanley Smith Barney and its predecessors he played baseball in Independent Professional leagues throughout the United States and Canada. Alex received his Bachelor of Arts degree in Neuroscience from Pomona College in Claremont, California, and was a four year member of the Pomona- Pitzer baseball team. He is currently working towards his Certificate in Financial Planning from the board of Certified Financial Planners (CFP) at the University of California, Los Angeles. He grew up on the Hawaiian island of Maui, is an avid fly-fisherman and surfer, and currently resides with his wife Stacy in Westwood, California. Isabelle Poupeau joined Morgan Stanley Smith Barney and its predecessors in 2008 as a Registered Associate. She began her career in 2000 with AXA Advisors and has experience both in advisory and operational positions. Isabelle grew up spending time in France, Brazil, and the USA, and is fluent in French, Portuguese, and English. She earned a Bachelor of Arts degree in Economics at UCLA, and received her Masters in International Management from Toulouse University (France). She holds the Series 7 and 66 licenses.

6 Developing Your Wealth Management Strategy Your achievements reflect substantial effort, and we will work just as hard on your behalf, committing our experience and skills to helping you achieve your unique goals for your wealth. Moreover, we will support you and your strategy with the resources and perspective of one of the world s largest financial firms. 1 We will discuss your current financial resources, time horizon for your goals, tolerance for risk even how your liabilities are structured. If you own a business, we also might discuss your current banking and cash management needs. 6 Morgan Stanley Smith Barney

7 Discover Plan 2 We will present a plan to help address needs such as income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. We will also recommend an asset allocation strategy reflecting your risk tolerance and investment time horizon. Review Implement 3 The team will work closely with you to bring the elements of your plan to life, helping you to select from the hundreds of investment management firms available to you, and identify specific stocks, bonds and other securities that may be suitable for your portfolio. Then we will closely monitor your portfolio. 4 You will receive a comprehensive quarterly performance review, helping you track progress toward your objectives. And when your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.

8 For Life s Most Important Goals With an experienced professional and the right resources, reaching your most important goals can be less challenging and more rewarding. We are ready to help you meet your goals, by combining our insight into your needs with the resources of Morgan Stanley Smith Barney. Setting a confident course Thorough, thoughtful planning planning that analyzes where you are as well as where you want to go is the most important step in establishing a path to your goals. We will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own. Estate planning Managing the rewards of success Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. Shaping your retirement Together, we can work to make decisions that could help you move toward the retirement you expect. Whether you are building retirement wealth or making the transition to generating income from your assets, we can help you develop and implement a strategy based on your vision of retirement. Roth conversions

9 Building a unique legacy Estate planning typically brings together the dimensions of life: personal, family, financial and charitable. We will work with you to understand the connections between your life and legacy goals, and work with your accountant and attorney to help you develop a strategy to position your portfolio appropriately. Educating new generations Helping to meet the education costs of children and grandchildren may be one of the most attractive and personally fulfilling investment opportunities available to you. We can help you access appropriate investment vehicles 529 plans and custodial accounts. Giving back through philanthropy Many successful individuals seek opportunities to support cultural and educational institutions, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about. Strengthening your business The links between business ownership and personal wealth are many and complex. Whether your objective is to grow your business, realize its value through a succession strategy or sale, or maintain family ownership by the next generation, we can examine your alternatives in light of both business and personal objectives. And, should circumstance require it, we can use the access to banking services of Morgan Stanley Smith Barney. Meeting current liquidity and banking needs Managing personal cash and securing liquidity for personal needs and opportunities are the day-to-day aspects of implementing a financial strategy. We can help you meet your personal cash management and borrowing needs while thinking strategically about how approaches may affect current and longterm costs and taxes. The Garemani Group 9

10 Recognition In October 2010, Research Magazine selected Noyan Garemani to their ETF Advisor Hall of Fame. 10 Morgan Stanley Smith Barney

11 Morgan Stanley Smith Barney strives to offer clients the finest in financial thinking, products and execution to help them meet their individual needs and achieve their personal financial goals. When we work together, you ll benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley Smith Barney s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy. Our wealth management strategy will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for building and protecting your wealth.

12 Morgan Stanley Smith Barney offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact us to understand these differences. * Sources: Research Magazine s 2010 ETF Advisor Hall of Fame: Pioneers in Portfolio Management, October 1, 2009 as identified by Research Magazine using qualitative criteria and selected from a pool of approximately 25 nominations. Qualitative factors evaluated and decided by the contest judge include but are not limited to: financial advisors that have ETFs as a central focus of their financial services, financial advisors that have a large portion of total AUM invested in ETFs/ETF portfolios, financial advisors that utilize ETFs through multiple model portfolios that can be mixed/matched to client needs, financial advisors that are setting a good example for other advisors to follow and creativity. Investment performance and client evaluations are not taken into consideration.? Morgan Stanley Smith Barney LLC ( Morgan Stanley Smith Barney ) is a registered broker-dealer, not a bank. Where appropriate, Morgan Stanley Smith Barney has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Unless otherwise specifically disclosed to you in writing, investments and services offered through Morgan Stanley Smith Barney, member SIPC, are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, banks and involve investment risks, including possible loss of principal amount invested. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters Morgan Stanley Smith Barney LLC. Member SIPC /11

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