At Graystone, we are focused on providing you with holistic, objective investment advice and delivering the best of two worlds to you: the personalized service of a consulting boutique, and the resources of a global financial powerhouse. You’ll get deeply experienced institutional consultants and access to subject matter experts who’ll take the time to truly understand you and your organization, develop innovative strategies to address your challenges — and build a long-term relationship based on trust.
Our client teams have the knowledge and experience required to service a great number of industries. Some of our most prominent client categories include:
in total institutional assets under management1
of experience advising institutional clients
across the U.S.
monitored annually2
We bring the collective power of Morgan Stanley's resources to help you map out an intelligent path to your goals, while remaining responsive to the ever-changing landscape.
We look forward to starting the conversation on how we can help.
Disclosures
1 Assets as of 12/31/2022
2 Global Investment Manager Analysis (GIMA), June 2023. Investments and services offered through Morgan Stanley Smith Barney LLC.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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CRC#5081550 (11/2022)
CRC#5924331 (09/23)
