Graystone Consulting – Columbus / Grand Rapids - Morgan Stanley Smith Barney Team - Columbus, OH
Morgan Stanley Smith Barney
Graystone Consulting – Columbus / Grand Rapids
at Graystone Consulting
4449 Easton Way
Suite 300
Columbus, OH 43219
tel: (614) 473-2405
toll-free: (866) 273-3726
fax: (614) 473-2450
Top Left: Mike Birgeneau, Phil Shaffer, Mike Rosloniec
Bottom Left: Cheryl Carpenter, Joe Zarr, Jennifer Hamant
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.

 

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.




Bulletin Board
  • 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.
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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.
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