Graystone Consulting<br/>Columbus - Morgan Stanley Team - COLUMBUS, OH
Morgan Stanley Smith Barney
Graystone Consulting
Columbus
Institutional Consulting
4449 Easton Way
Suite 300
COLUMBUS, OH 43219
tel: (614) 473-2405
toll-free: (866) 273-3726
fax: (614) 473-2450



Welcome


Our institutional investment consulting division was founded with a simple mission: to help set the industry standard in investment consulting services for sophisticated investors.


We provide a complete range of investment advice to clients that include foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices and private individuals. Our customized investment strategies are delivered by Institutional Consulting Directors, experienced investment professionals backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice. If you would like to know more about how our disciplined process and personalized services can help you meet your needs, please contact us.




Bulletin Board
  • We are pleased to announce that Phil Shaffer has been named to Barron’s annual list of America’s Top 100 Financial Advisors for 2014. Please see the Press Release for further details.

  • Phil Shaffer named to Barron’s “Top 1000 Financial Advisors” each year since 2005.  Click on “In the Press” in the left menu to read the most recent Press Release.

  • See November On the Markets from the Global Investment Committee featuring
     

    “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.


    “Resolving Uncertainty”  Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.
     

    “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.
     

    • Plus, look for more on US and international equities, fixed income and economics. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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