Outsourced Chief Investment Office

We deliver a complete solution, providing full-discretion portfolio management and serving as a contract fiduciary.

At Graystone Consulting, we offer a range of consulting solutions with varying degrees of service and fiduciary support, providing our clients with maximum flexibility to define the servicing model and level of discretion that  helps  best meets their needs.

We leverage Morgan Stanley’s strategic and tactical asset allocation advice, manager evaluation services, and portfolio construction capabilities to support a robust discretionary investment solution based on a disciplined, repeatable process. Our outsourcing model offers clients the best of both worlds: the personalized service of a consulting boutique, backed by the extensive resources and intellectual capital of a global financial services leader.