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


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.

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  • 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 October On the Markets from the Global Investment Committee featuring

    “Frozen” We are close to a record percentage of investors who are “neutral” on the outlook for stocks, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, which also coincides with a survey showing a record number of consumers saying they’re uncertain about the next 12 months. What’s behind this uncertainty? 

    “We Think US Stocks Are Going Higher” Adam Parker, chief US equity strategist for Morgan Stanley & Co. lifted his 12-month S&P 500 forecast based not on higher earnings, but higher price/earnings ratios.


    “The Gender Advantage” Companies that score well in gender diversity also tend to do well for those who invest in them, according to studies by Morgan Stanley & Co. analysts.

    • Plus, look for more on equities, fixed income and a Q&A with John Bellows of Western Asset Management and former assistant US Treasury secretary.

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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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