Graystone Consulting – Green Bay, WI<br />The Martzahl Group - Morgan Stanley Team - Green Bay, WI
Morgan Stanley Smith Barney
Graystone Consulting – Green Bay, WI
The Martzahl Group
111 N. Washington Street
4th Floor, Suite 410
Green Bay, WI 54301
tel: (920) 436-5606
toll-free: (800) 525-2396
fax: (920) 437-1993
Welcome

The Martzahl Group at Graystone Consulting focuses on addressing the fiduciary responsibilities and investment needs of institutional investors and the private wealth management of high net worth individuals. We focus on providing objective and customized wealth management strategies and institutional consulting services.  Our team is a member of Graystone Consulting, an elite group of Morgan Stanley* Financial Advisors which indicates our success and leadership in assisting our institutional clients.  Our institutional clients include foundations/endowments, 401(k) and pension plans, not for profit companies and corporate accounts. We also specialize in working with individuals including high net worth families, business owners, private family foundations and retirement plan participants. The Martzahl Group at Graystone Consulting has been proud to assist our clients in Northeastern Wisconsin for over 20 years.




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

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.

  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email us to learn more about how we work with business owners to make the right investment decisions for your plan.

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

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