We believe the more complex your situation, the more valuable we are to you.
Graystone Consulting has a long history of serving the needs of state and local municipalities. Whether you're seeking a retirement plan, cash management solutions or a financial education program for your employees, we have comprehensive solutions that will be tailored to your specific needs and goals.
We understand the special rules that apply to government entities and are fully committed to this sector. Our customized approach allows you to invest within the strict parameters as dictated by your Investment Policy Statement and your legislative body. What's more, our focus on investment risk management helps you meet your fiduciary responsibilities and address the challenges you face every day. Our ultimate goal is to help you and your investment committee manage an appropriate level of risk, so you may fulfill the objectives of your investment funds.
Government and Public Entities
$9.5 Billion1
Assets Under Advisement
Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*
1 Statistic reflects total amount of assets under advisement and number of clients across Morgan Stanley Smith Barney LLC. As of June 30. 2024. Source: Morgan Stanley Institutional Consulting
CRC#3958844 (11/2024)