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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
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  • See Special Reports for the March On the Markets. March's lineup includes: "Happy Anniversary, Bull Market" The bull market in global equities that began a year ago is still intact, in our view. Recent downdrafts and choppiness in the market are natural and to be expected and "Anyone Notice Those Earnings?" The earnings reporting season for the fourth quarter of 2009 is nearly finished, and the results are good, both in absolute earnings and the degree to which earnings beat Wall Street forecasts. And in the latest "10 Signposts for 2010" we check the progress of the indicators we are watching for signs of global economic expansion. Two months into the year, one indicator shows improvement, four show slight improvement, four show slight deterioration and one shows no change.
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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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.