Institutional Consulting Solutions

Access the support your organization needs to thrive. We harness our collective intellect and decades of experience to provide investment consulting services and solutions to institutional investors.

Our Solutions

At Graystone, we’re focused on providing holistic, objective investment advice while delivering boutique service on a global scale. Identifying the appropriate type of consulting engagement—non-discretionary, a full-discretion OCIO model, or something in between—is a critical decision that depends on many factors specific to your organization. We can meet you wherever your needs are.
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We operate as a boutique within Morgan Stanley providing comprehensive investment consulting and fiduciary solutions to a range of institutional clients, including defined contribution plans, foundations, endowments and government entities. As a fiduciary, we are committed to objectivity and transparency with our open-architecture platform. 
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Our team provides a comprehensive suite of solutions and investment experience to help you with your investment responsibilities and help your employees achieve their retirement goals.
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Our team builds custom portfolios that are tailored to each client’s unique liquidity profile and risk guidelines, aligned with short-term goals and long-term vision.
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Explore Our Insights

We’re always working to discover untapped opportunities and make them a reality for our clients. Explore the latest research and ideas from our analysts, strategists and economists.

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We’re here to support your organization. Reach out to learn more about our capabilities for institutional investors.