Thomas G Robertson, C(k)P

Managing Director, Wealth Management, Institutional Consulting Director, Corporate Retirement Director

(614) 460-2754(614) 460-2754

Thomas G. Robertson joined Morgan Stanley in 1992 and has been consulting to institutional clients since 1994. Tom services institutional, corporate and private clients, bringing fiduciary accountability to the forefront of every decision. Tom’s responsibilities include creation and implementation of customized strategic and tactical allocation strategies. He manages investment policy development, planning design, and performance reporting. Tom is also responsible for special projects specific to both institutional and individual clients and manages the Graystone Columbus Investment Committee.

Tom founded The Robertson Group in 1994 and leads a team of associates who maintain the same discipline and drive for excellence. With over 25 years of institutional consulting experience, he serves as Institutional Consulting Director to defined contribution plans, defined benefit plans, foundations, and endowments. Tom is designated as a Corporate Retirement Director, 1 of 200 within 16,000 Morgan Stanley Investment Consultants, and is part of a small group of professionals in Ohio designated as an Accredited Investment Fiduciary, AIF® by the Foundation for Fiduciary Studies. Recent certification as a C(k)P® 401(k) Professional through The Retirement Advisor University®, in collaboration with UCLA Anderson School of Management Executive Education, is evidence of Tom’s ongoing dedication to subject matter expertise.

Tom specializes in the following areas:
• Institutional Investment Consulting
• Investment Policy Development
• Customized Allocation Strategies
• Business Development

Tom is a featured industry speaker at the American Society of Pension Professionals & Actuaries 401(k) Summit. He is a member of the Association of Professional Investment Consultants, APIC, and frequently speaks at national industry conferences and publications on topics pertaining to professional fiduciary management of qualified retirement plans. Tom resides in Upper Arlington, OH and earned his B.S. degree in Finance from the University of Dayton. He is Series 7, 63 and 65 licensed.

Securities Agent: TX, OH, WV, WI, WA, VA, UT, TN, SC, PA, NY, NV, NM, NJ, NC, MI, MD, MA, KY, IN, IL, ID, GA, FL, DE, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

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CRC# 2108324 (06/18)