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Graystone Consulting

A global leader in the Institutional Consulting business, bringing forward strategic investment solutions as unique as your organization.

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A Different Kind of Institutional
Consulting Experience

Graystone Consulting is focused solely on your results; providing a sophisticated framework and disciplined approach to help guide investment decisions while supporting your goals and risk parameters.

  • Boutique Service

    Graystone Consulting consists of more than 50 offices nationwide, providing the personalized service you would expect from a small investment boutique while backed by the global resources of Morgan Stanley.

  • Global Resources

    Backed by Morgan Stanley's vast network, you will have access to specialists including more than 45 analysts dedicated to investment manager analysis, along with Philanthropy and Impact Investing professionals.

  • Independence and Objectivity

    We believe in challenging conventional solutions, delivering unbiased strategies using an open architecture platform centered on your specific circumstances. When acting as fiduciaries, we act in your best interest, and are focused on customized, unaffiliated and transparent solutions.

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A Comprehensive Range of Institutional Consulting Services

Tailored expertise that cuts through complexity to ensure a truly unique Institutional Consulting experience.

A FLEXIBLE RANGE
OF SERVICES

A spectrum of integrated solutions designed to meet your desired level of service and discretion.

CUSTOMIZED
ADVICE

Customized investment programs to address your unique needs and respond to internal and external influences.

ACCESS TO
INTELLECTUAL CAPITAL

Thought leadership from subject matter experts across Morgan Stanley's global network.

ONGOING SUPPORT/
PERFORMANCE REPORTING

Ongoing analysis and superior performance reporting to ensure the needs and objectives of your organization are being addressed.

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Backed by the Strength
of Morgan Stanley

Morgan Stanley's strong foundation provides the comfort you need in today's ever-changing environment.

Graystone

American Rescue Plan of 2021

March 24, 2021

Jodie Gunzberg, Chief Institutional Investment Strategist, and Marc Dichek, Institutional Strategist, address the American Rescue Plan of 2021 and highlights key points that might affect pension plans and their potential implications.
Morgan Stanley

Heavy Index Concentrations Pose New Risks and Opportunities

November 10, 2020

An Institutional Portfolio Solutions report on why index concentration matters.

Morgan Stanley

Audiocast: Dividend Yield Tradeoffs, Traps and Trends

November 18, 2020

Jodie Gunzberg, Chief Institutional Investment Strategist for Morgan Stanley Wealth Management, offers important considerations when incorporating dividend strategies in your portfolio.
Morgan Stanley

Audiocast: Silver or Gold? 5 Key Considerations

August 12, 2020

Jodie Gunzberg, Chief Institutional Investment Strategist for Morgan Stanley Wealth Management, discusses key considerations for deciding if silver and gold could be good additions to your portfolio.

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