The Tomanek Team - Morgan Stanley Team - Deerfield, IL
Morgan Stanley Smith Barney
The Tomanek Team
Institutional Consulting
111 S Pfingsten Road
Suite 200
Deerfield, IL 60015
tel: (847) 480-3605
toll-free: (800) 543-3623
fax: (847) 613-4458
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.

The Tomanek Team of Graystone Consulting provides a complete range of investment advice to clients that include endowments, religious institutes, corporate retirement plans, and public funds. Team founder and Institutional Consulting Director Mary Tomanek, an experienced investment professional with over 30 years in the industry, is backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice. Affiliated institutional consultants include Ron Tomanek, along with Amy Baker, Consulting Group Analyst. Our customized investment strategies range from non-qualified deferred compensation plans to municipal general funds management. Graystone combines the global resources of a leader in the investment field with a decentralized, responsive entrepreneurial service delivery model. Institutional consulting provides clients with sophisticated independent investment solutions tailored to their needs and objectives. Our process is one that begins and ends with our clients. It has been used with institutional investors for over 35 years to help them demonstrate and manage their fiduciary responsibilities.

Please contact us
to learn more about any of the following:

  • Inclusion in your Request for Proposal (RFP) process

  • Investment Policy Review

  • 401(k) Benchmarking

  • General questions regarding the personalized benefits of our services and our depth of experience


Don’t hesitate to get in touch! Please use the link in the upper right hand corner or email ronald.tomanek@msgraystone.com with questions or comments.




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