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The Kelsey Group
The Kelsey Group
at Graystone Consulting
5051 Westheimer
Suite 2100
Houston, TX 77056
tel: 713-499-3019
toll free: 800-666-6069
fax: 713-499-3090
Left to right: Norman Nabhan, Karen Sotallaro, John Kelsey, Kavitha Thomas, Elese Jackson, Victoria Polinski
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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
  • Corporations
  • Family Consulting
  • Corporate Pension Funds
  • Alternative Investments
  • Futures
  • Lending Services
  • Philanthropic Services
  • Socially Responsible Investing
  • Institutional Services
  • Investment Policy Statements
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Commodities
Bulletin Board
  • See Special Reports for the February On the Markets. February's lineup includes: "Crosscurrents Ahead" With the global economic outlook improving, equity markets will have to begin pricing-in Federal Reserve and other central bank tightening. That could lead to choppy markets. "The Panic Is Over (Unfortunately)" Sentiment is a contrary indicator, and thus panic is bullish for the markets; euphoria is bearish. While the levels of panic seen a year ago have diminished, sentiment surveys show that investors are not particularly bullish. Also included: "10 Signposts for 2010" We revisit the 10 indicators that we selected to mark the road to global economic expansion.
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)

Graystone: A Delicate Balance - Setting Foundation and Non Profit Spending Policy in a Volatile Market Environment (pdf)
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