Plan, Responsively

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

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.

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Providing You With Boutique Service, on a Global Scale

We combine the fresh thinking and spirit of a modern entrepreneurial consulting boutique, with the financial resources and power of Morgan Stanley’s vast network — including access to manager research, philanthropy management, and impact investing professionals — to help you more effectively monitor and react to financial events around the world, with confidence.

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Guiding You Through Complexity

We provide you with customized, innovative, flexible strategies to meet your organization’s most sophisticated investment needs. We shine light on your institutional challenges and goals, and help you create a path to reach them, while remaining responsive to everything the world throws at your long-term plan along the way.

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Giving You an Independent and Objective Fiduciary Partner

With our open investment architecture, we maintain complete fiduciary independence with objective, unbiased advice. We work solely in your interests to help you build real and lasting financial security for your organization, your mission, and your people.

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

Distinctive Focus

Our client teams have the knowledge and experience required to service a great number of industries. Some of our most prominent client categories include:

client segment

Corporations

client segment

Educational Institutions

client segment

Faith-Based Institutions

client segment

Professional Services

client segment

Insurance

client segment

Healthcare Organizations

client segment

Endowments & Foundations

client segment

Taft-Hartley Funds

Global Resources With Local Expertise

At Graystone Consulting, we combine local expertise and global resources to help your organization make informed, confident investment decisions.

$450 Billion

in total institutional assets under management¹

45+ Years

of experience advising institutional clients

50+ Offices

across the U.S.

2,950+ Strategies

monitored annually²

Strong Framework. Better Approach

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Organizational Assessment

Our relationship begins with a conversation. Your Graystone institutional consultant will gain a thorough understanding of your organization’s mission and history, investment objectives, asset & liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.

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Investment Policy and Statement Review

We work with you to align our advice and guidance with your organization’s mission. Once your goals are clearly understood and defined, we evaluate your investment policy statement to ensure appropriate benchmarks and procedures are aligned with your objectives.

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Asset Allocation Study

To assist in creating a custom asset allocation tailored to your investment constraints and risk considerations, we build your investment strategy and leverage the work of our highly experienced Morgan Stanley Wealth Management Global Investment Committee.

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Ongoing Review and Monitoring

Our sophisticated measurement and risk analysis reporting tools and our enhanced customized reports are designed to present a clear picture of your investment results. We regularly monitor and review changing market conditions, investment performance, and your evolving organizational goals.

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Reporting and Communication

We’ll keep your investment committee well-apprised of performance. As often as you wish, we’ll work with them to provide up-to-date information.

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Investment Manager Evaluation

We have the flexibility to conduct due diligence on managers you retain, even those not covered by our manager due diligence team.

YOUR COMPANY AT ITS BEST

Your employees deserve to have the support they need at any step of their financial journey. Learn how Morgan Stanley at Work can help you empower them to achieve their financial goals.

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Transcript

Recent Insights

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.

MARKET ANALYSIS

Global Investment Outlook 2023: A Year for Yield

MARKET ANALYSIS

Early-Warning Signs of a 2023 Economic Slowdown

INSTITUTIONAL CONSULTING

The Importance of an Investment Policy Statement

MARKET ANALYSIS

2023 Global Macro Outlook: Inflation Peaks

MARKET ANALYSIS

Global Outlook: Tech & Beyond

Retirement Solutions

Helping Retirement Plan Participants to Invest Their Way

Let's Talk

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

Consultant Directory

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Disclosures

¹ Assets as of 12/31/2021

² Global Investment Manager Analysis (GIMA), December 2020. 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.

CRC#5081550 (11/2022)

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