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Swanson Group
at Graystone Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
Email Us
Welcome Meet Our Group Services
Welcome

We must understand our clients’ vision.
    To do this, we listen, we define, we clarify.
We must earn the trust of our clients.
    To do this, we collaborate, we educate, we anticipate,     we implement.

We believe, as Louis Pasteur said best “Fortune Favors the Prepared Mind”.

We strive to position ourselves as our clients’ primary investment advisor. By integrating all aspects of our clients’ financial strategy, delivering unabashed client advocacy, maintaining a passion for leading-edge solutions and providing expert investment consulting services, we intend to exceed our clients’ expectations.
Services
  • Socially Responsible Investing
  • Professional Portfolio Management
  • Institutional Services
  • Investment Policy Statements
Bulletin Board
  • See Special Reports for the July Graystone Investors’ Monthly featuring “Corrections Create Opportunities.” According to Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and the Global Investment Committee, “China’s recent decision to end its currency peg appears to be an opportunity since there is no recession in site and inflation is expected to peak this summer. We are forecasting a sustained global recovery in 2010 and 2011.” Also inside, "A New World Order for Bonds” which explores the shift in the MSCI Emerging Markets Index and the MSCI World Index over the past few months in a discussion with Emerging Markets Bond Strategist Kathy Jones.
  • 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.
  • See Special Reports for the July On the Markets featuring “Corrections Create Opportunities.” According to Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and the Global Investment Committee, “China’s recent decision to end its currency peg appears to be an opportunity since there is no recession in site and inflation is expected to peak this summer. We are forecasting a sustained global recovery in 2010 and 2011.” Also inside, "A New World Order for Bonds” which explores the shift in the MSCI Emerging Markets Index and the MSCI World Index over the past few months in a discussion with Emerging Markets Bond Strategist Kathy Jones.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

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.