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Swanson Group
at Graystone Consulting
at Graystone Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
Suite 320
West Des Moines, IA 50266
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
toll free: 866-527-3897
fax: 515-327-4801
Welcome
Services
- Socially Responsible Investing
- Professional Portfolio Management
- Institutional Services
- Investment Policy Statements
Bulletin Board
- We are pleased to announce that local Financial Advisor, Keith Swanson was recognized in Barron’s as one of the Top 1,000 Advisors. The article appeared in the February 9, 2009 issue and is based on the methodology and criteria of independent research organization Barron’s Winner’s Circle. For details and criteria, see In The Press.
- For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
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: The Strength of Morgan Stanley Smith Barney (pdf)
US Equity Strategy: Long and Relieved; June 18, 2009 (pdf)
Nine Signposts for 2009 (pdf)
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