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Shaffer Consulting Group
Shaffer Consulting Group
at Graystone Consulting
4449 Easton Way
Suite 300
Columbus, OH 43219
tel: 614-473-2405
toll free: 866-273-3726
fax: 614-473-2450
Email Us
Welcome Meet Our Group Services
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.
Services
  • Asset Management
  • Endowments and Foundations
  • Alternative Investments
  • Institutional Services
  • Investment Policy Statements
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  • Consulting Group can help institutions with investment policy, investment strategy, selecting investment managers and performance monitoring and policy compliance.
  • See Special Reports for the August On the Markets This month’s line up includes: “Dark Clouds, No Rain" The pace of the global recovery has slowed, leading to fears of a double-dip recession. Just as not every chance of rain leads to showers, not every economic slowdown becomes a recession and "It's Still Stocks for the Long Run" A conversation with the Wharton School's Dr. Jeremy Siegel, author of the financial best seller, Stocks for the Long Run. Even after a decade of losses, he argues that stocks are still a compelling investment.
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 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.
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.
FEATURED REPORTS

At a Glance: Graystone Consulting (pdf)

Graystone Consulting: Investors' Monthly (pdf)
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.