Plan, Responsively

Helping you create financial security for your organization, and the people you serve

Who We Are

With roots tracing back to 1973, Graystone Consulting, an institutional consulting business of Morgan Stanley, adheres to a simple mission: to set the industry standard in institutional investment consulting services for sophisticated investors. Our services and advice have always centered on your fiduciary needs.

Our Focus Is on You

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.

Collaborative Flexibility

Whether you want help with a special project, full discretionary portfolio management — or something in between — we can provide the intellectual capital, expertise, specialized resources, and analytical tools you need to implement a customized investment strategy.  We’ll meet you wherever your needs are and chart a path forward together. 

 

We also offer these services and more:

 

Manager Search

 

Portfolio Construction and Implementation 

 

Portfolio Monitoring and Performance Reporting 

 

Advice on Investment Objectives and Guidelines

 

Collaborative Portfolio Management 

 

Outsourced Chief Investment Office (OCIO)

 

Rebalancing

 

Risk Management

Let's Talk

We look forward to starting the conversation on how we can help.