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The Redwood Group
at Morgan Stanley Smith Barney
Consulting Group
750 Lindaro Street, San Rafael Corporate Center
Suite 300
San Rafael, CA 94901
tel: 415-460-6207
toll free: 800-777-3489
fax: 415-482-2750
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back (l - r): John Polhemus, Jeffrey Katz
front (l - r): Culley Casey, Heather Cheney
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Welcome Meet Our Group Services
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
  • Estate Planning
  • Financial Planning
  • Endowments and Foundations
  • Lending Services
  • Professional Portfolio Management
  • Retirement Planning
  • Executive Benefit Services
  • Corporate Cash Management
  • Business Planning
  • Cash Management
  • Socially Responsible Investing
  • Business Succession Planning
  • Insurance Services
  • Life Insurance
  • 529 Plans
  • Women and Company®
  • Wealth Management
  • Corporate Retirement Plans
  • 401k Rollovers
  • Annuities
Bulletin Board
  • A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.
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.
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