Graystone Consulting has a simple mission: to be the industry standard
in investment consulting services for sophisticated investors.
BENEFITS OF WORKING WITH US
Local Presence to Serve Clients
Depth of Process
Independence and Objectivity
- Graystone Consulting has more than 40 years of experience in the industry advising institutional clients as a fiduciary on all aspects of investment management planning
- Proactive approach to guiding timely investment decisions, driven by our clients’ unique needs
- Partner in virtually all aspects of board presentations and committee review materials
OUR CONSULTING PROCESS
We follow a disciplined investment consulting process that begins and ends with our clients. Investment strategies are delivered locally by dedicated teams, each led by an Institutional Consulting Director. Our teams are able to leverage the vast global resources of Morgan Stanley and deliver customized advice to our clients.LEARN MORE >
OUR TAILORED SOLUTIONS
Our tailored solutions have helped a variety of institutional clients: foundations/endowments, educational institutions, health care entities, associations and other non-profit organizations, and corporations. We partner with our clients to help them manage their fiduciary responsibilities in many other areas of expertise including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.
Investment and services offered through Morgan Stanley Smith Barney LLC.
Graystone Consulting publishes independent manager assessment reports and white papers throughout the year. The publications reflect our insights around timely issues and topics. These are a sample of the publications available to our clients.