Institutional Consulting

Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, delivers a complete range of investment-consulting services to institutional clients. Our mission is simple: to help set the industry standard for providing investment solutions to sophisticated clients.

Our tailored solutions have helped many institutional investors meet their investment objectives. Today, we help associations, defined benefit and defined contribution plan sponsors, foundations and other non-profit organizations, health care entities, public plans, Taft-Hartley funds and state and local governments manage their fiduciary responsibilities.

We follow a disciplined investment-consulting process; one that begins and ends with our clients: Investment strategies are delivered by dedicated teams of consultants, each led by an Institutional Consulting Director. Our directors, who have an average of 25 years of experience, deliver customized advice backed by the global resources of Morgan Stanley Smith Barney, an industry leader in investment advice and wealth management.

Find a Graystone Consulting team