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Swanson Group
at Graystone Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
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Welcome

Louis Pasteur said, "Chance favors the prepared mind." The knowledge of the Swanson Group strives to help our clients achieve their goals and the chance to realize the vision they have for their organization.
Services
  • Socially Responsible Investing
  • Professional Portfolio Management
  • Institutional Services
  • Investment Policy Statements
Bulletin Board
  • See Special Reports for the November Graystone Investor’s monthly featuring “Let’s Get Real: Looking for investments that can outpace future inflation. “How can investors position themselves for better times? The answer lies in investing with an eye toward outpacing inflation. We believe that investors should focus on real returns.”, says Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard, “In our view, it is now appropriate for investors to consider the future with far less fear and foreboding than in the middle of the Great Recession.” The economic and investment implications of this development are explored. Also inside, "Higher Prices, Lower Volatility” which explores the emerging market equities.
  • We are pleased to announce that local Financial Advisor, Keith Swanson was recognized in Barron’s as one of the Top 1,000 Advisors. The article appeared in the February 9, 2009 issue and is based on the methodology and criteria of independent research organization Barron’s Winner’s Circle. For details and criteria, see In The Press.
  • 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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Graystone Consulting: Investors' Monthly (pdf)

The Case for Global Equity Diversification 2009 (pdf)

Current Outlook (pdf)
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