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 January On the Markets from the Global Investment Committee featuring
     

    “Are You Ready for Euphoria?”  While it’s easy to say that stocks have moved too far too fast in the past few months, it’s premature to think it’s already over given the powerful shift in sentiment that is just starting, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He analyzes the drivers of this aging bull market and why he believes it has more room to run.
     

    “How Corporate Tax Reform Could Affect Company Earnings”  In our estimates, cutting the federal corporate tax rate to 15% from 35% could deliver an 8.2% earnings boost to the S&P 500. At the sector level, the benefit could be much greater.
     

    “Strategies for a Rising Rate Era”  With interest rates increasing, investors need to consider different approaches for their fixed income portfolios. These include “bond ladders” and various sorts of adjustable-rate securities.
     

    • Plus, look for more on economics, commodities and municipal bonds. 

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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