Graystone Consulting
Guidance for Institutional Clients

Our Graystone Consultants and their teams will work to understand your organization and goals as they seek to guide you and produce investment strategies that help achieve optimal results.

Client-Driven Service Offerings

Graystone Consulting offers a spectrum of solutions, from traditional consulting to partial discretion to full discretion. We provide the expertise, specialized resources and analytical tools required to help you implement a successful investment strategy no matter what your desired level of service and discretion.

Customized Advice

Graystone Consulting builds your investment strategy from the ground up, creating a custom investment program to help you address the complexities of today's economic challenges. You can be confident that aspects of investment selection, asset allocation and risk budgeting are fully addressed.

Robust Intellectual Capital

You will have access to a global network of analysts and subject matter experts, including Morgan Stanley's Global Investment Committee, Global Investment Management Analysis, Philanthropy Management and Impact Investing professionals.

Exceptional Risk and Performance Monitoring

We work with your investment committee to provide performance measurement and risk analysis. Our sophisticated performance reporting tools enable customized reports to meet the needs of your organization.

Woman giving presentation in office

Customized investment programs for institutional clients:

• Foundations and Endowments

• Corporate Pension Plans

• 401(k) Plans

• Taft-Hartley Funds

• Health Care Plans

• Public Pension Plans

• Family Offices

• Nonprofits

• Educational Institutions

A Strong Fiduciary Partner

A deep and experienced team of Legal, Compliance and Risk professionals who support regulatory obligations and supervisory oversight of the firm's Institutional Consulting business.

Choosing a Fiduciary Partner Wisely:

  • 250Compliance Professionals
  • 70+Legal Attorneys
  • 470Risk Professionals

Our firm and the Institutional Consulting business is itself subject to extensive regulatory oversight. You can be assured that our internal and external controls mean we are acting with undivided loyalty and in the utmost good faith as we assist you in meeting your ongoing fiduciary obligations.

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