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The Hale Reynolds Group
at Morgan Stanley Smith Barney
Consulting Group
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-6111
toll free: 800-223-0644
fax: 937-223-4010
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Welcome

You've worked hard to accumulate your wealth; now you need those assets invested responsibly in a complex environment. The Consulting Group of Morgan Stanley Smith Barney, has developed a disciplined process that helps you design customized investment strategies that help you meet your personal needs. Working together, we can design a suitable asset allocation strategy, select appropriate investment managers and monitor results over time. A cornerstone of Consulting Group’s process is our in-depth research and evaluation of professional portfolio managers. Only those managers that pass our stringent research process are approved for use by our clients. In addition, we regularly evaluate those managers to help ensure they continue to meet our quality standards. If you would like more information about how Consulting Group’s investment process and our manager evaluation services can help you meet your needs, please contact us.
Services
  • Education Planning
  • Institutional Services
  • Corporate Retirement Plans
  • Estate Planning
  • Endowments and Foundations
  • Alternative Investments
  • 529 Plans
Bulletin Board
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

At A Glance: The Consulting Group (pdf)

On the Markets (pdf)

Portfolio Strategist Digest (pdf)
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Morgan Stanley Smith Barney
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