The Robertson Group - Morgan Stanley Team - Columbus, OH
Morgan Stanley Smith Barney
The Robertson Group
Consulting Group
41 South High Street
Suite 2700
Columbus, OH 43215
tel: (614) 460-2754
toll-free: (888) 464-2075
fax: (614) 867-9312
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.




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  • See August On the Markets from the Global Investment Committee featuring

    “The Late Innings Can Be Exciting” CIO Mike Wilson writes that if, as he predicts, large-cap growth and small-cap stocks finally take their turns in the rolling bear market, we will be in the final inning of the bull market—and, as in baseball, the final innings can be quite exciting.

    “A Case for Industrials” Looking into 2019, the industrials sector has the greatest consensus earnings outlook of the cyclical sectors, writes Denny Galindo, an equity strategist for Morgan Stanley Wealth Management. What’s more, the sector’s earnings multiple is modest. 

    • “What Is the Yield Curve Telling Us?” Economists and investors have long looked to the yield curve—specifically the difference in yields on two-year and 10-year US Treasuries—as an early warning sign of recession. For a number of reasons, that metric may no longer be reliable, writes Lisa Shalett, head of Wealth Management Resources and head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management. She explores an alternative metric that may be more relevant in today’s environment.

    • Plus, look for more on equities, fixed income and a Q&A with Jeff Jorgensen, a major investor in master limited partnerships.

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