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
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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 December On the Markets from the Global Investment Committee featuring

    “Anticipating Change”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., introduces the important shifts in economics, markets and interest rates that inform Morgan Stanley & Co.’s 2019 economic and investment outlooks.

    “A Preference for Value and Non-US Exposure”  Morgan Stanley’s equity strategists explain why they think value stocks will fare better than growth stocks in the coming year, and why international stocks—in the emerging markets—will be more rewarding than US stocks in 2019.

    “Happy Beginnings”  The municipal bond market is copacetic now, notes Michael Zezas, who writes about muni strategy for MS & Co. Later in the year, it may become a little more challenging.

    • Plus, look for more on equities, fixed income, commodities and a Q&A with David Herro, a veteran international equity manager at Harris Associates.

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