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.
The Columbus and Grand Rapids team is one of the leading investment consultants within Graystone Consulting. The goal of the team is to bring an institutional level Endowment Model to individuals and institutions that have a defined investment need, but not the in-house resources or expertise to build and maintain a world class investment program or a detailed research effort.
Phil Shaffer named to Barron’s “Top 100 Financial Advisors.” Click on “In the Press” in the left menu to read the Press Release.
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.
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.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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 Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.
![812011shaffer_BarronsTop180x300_Shaffer[1].jpg](http://mssbeditor.50belowinc.com//public/facilityfiles/sb070104143947/812011shaffer_BarronsTop180x300_Shaffer[1].jpg "812011shaffer_BarronsTop180x300_Shaffer[1].jpg")