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.
See March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
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.
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