Graystone Consulting - Metropolitan, D.C. - Morgan Stanley Team - Potomac, MD
Morgan Stanley Smith Barney
Graystone Consulting - Metropolitan, D.C.
Institutional Consulting
12505 Park Potomac Avenue
Suite 420
Potomac, MD 20854
tel: (301) 279-6400
toll-free: (866) 288-9632
fax: (301) 279-6444
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.




Bulletin Board
  • Barron’s profiles the team: “When Teamwork Pays” (July 2014). Please click the In the Press link for a copy of the article.

    • Research Magazine profiles Bob Scherer, Managing Director,  “Intellectual Trust” (August 2010). Please click the In the Press link for a copy of the article.

    • PLANADVISER Magazine recognizes Bob Scherer, Managing Director, Dean Eisen, Institutional Consulting Director, and Ross Charkatz, Institutional Consulting Director, amongst the Top 100 Advisors to Retirement Plans in the US (2014, 2013, 2012).

    • Barron’s names Bob Scherer, Managing Director, as one of the Top 100 Financial Advisors in the US (2014) for the ninth year in a row.

    • Graystone Consulting, Washington, DC Metropolitan Office (Potomac, Maryland) recognized by National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisory Team Nationally (2014) and in Washington, DC. (2011, 2012, 2013).

    • Financial Times cites Bob Scherer and Ross Charkatz amongst the Top400 Financial Advisers (2014).

    • Ross Charkatz is listed as the #13 ranked advisor by Barron’s in its state-by-state survey of the Top Advisors in the US (2014).

    • Ross Charkatz recognized by REP. Magazine, the WealthManagement.com magazine for advisors, as one of the “Top 10 Advisors Under 40” (2013).

    • Bob Scherer, Managing Director, recognized by Barron’s as the top financial advisor in Washington, DC (2012).


    Source: NABCAP: "Premier Wealth Advisors", Washington Business Journal, October 2012, and “National Premier Advisors”, January 2012, Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP's evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions ("Program"). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP's methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to www.nabcap.org. Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors. The overall evaluation score of a wealth manager may not be representative of any one client's evaluation. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP. The rating is not indicative of the Financial Advisor's future performance.

    Source: PLANADVISER magazine, February 2014, “PLANADVISER 2014 Top 100 Retirement Plan Advisers.”  PLANSPONSOR / PLANADVISER magazines base their rankings on quantitative and qualitative criteria. For more information on ranking methodology, go to http://www.planadviser.com/top100.aspx.  The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's future performance.  Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Plan Sponsor / Plan Adviser in exchange for the rating. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley Smith Barney. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their tax or legal advisors before establishing a retirement plan and to understand the tax, ERISA and related consequences of any investments made under such plan.

    Source: Barron's “America’s Top 100 Financial Advisors,” April 2014, Barron's “America’s Top 100 Financial Advisors,” April 2013, “America’s Top 100 Financial Advisors,” April 2012, ”America’s Top 100 Financial Advisors,” April 2011, “America’s Top 100 Financial Advisors,” April 2010, “America’s Top 100 Financial Advisors,” April 2009, “America’s Top 100 Financial Advisors,” April 2008, “America’s Top 100 Financial Advisors,” April 2007, “America’s Top 100 Financial Advisors,” April 2006, “America’s Top Financial Advisors by State,” February 2012, “America’s Top Financial Advisors by State,” February 2011, “America’s Top Financial Advisors by State,” February 2010, “Top-Ranked Advisor Teams in America,” September 2009, using quantitative and qualitative criteria and selected from a total annual pool of over 3,000 nominations. Advisors who are selected have a minimum of seven years of financial services experience. Quantitative factors include, but are not limited to, the amount of assets under management. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

    Source: REP. Magazine and WealthManagement.com, “Top 10 Advisors Under 40” and “Top 40 Advisors Under 40”, August 2013. Advisors must be under the age of 40 as of August 2013. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.

    Source: Financial Times, “FT400”, March 2014. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Times in exchange for the rating.

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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

pp:9391 mp: 4791