Graystone Consulting, delivers a complete range of investment consulting services to institutional clients. Our mission is simple: set the industry standard for providing investment solutions to sophisticated investors.
Our tailored solutions have helped a variety of institutional clients: foundations/ endowments, educational institutions, health care entities, associations and other non-profit organizations, and corporations. We partner with our clients to help them manage their fiduciary responsibilities in many other areas of expertise including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.
We follow a disciplined investment consulting process that begins and ends with our clients. Investment strategies are delivered locally by dedicated teams, each led by an Institutional Consulting Director. Our directors, who have an average of 25 years of experience, deliver customized advice leveraging the global resources of Morgan Stanley, an industry leader in providing investment advice.