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 best meets their requirements and mission.
For discretionary investment management, we leverage the vast resources of Morgan Stanley's centralized Outsourced Chief Investment Office (OCIO) to deliver a robust solution that is based on a disciplined and 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.
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Morgan Stanley Wealth Management’s Outsourced Chief Investment Officer (OCIO) program provides a discretionary investment management solution for accounts generally in excess of $25 million in assets. The program’s robust investment process includes investment policy statement development and review, customized asset allocation, investment product selection, risk management, disciplined rebalancing and ongoing portfolio monitoring. To learn more about the OCIO program, read the applicable Morgan Stanley Smith Barney LLC ADV brochure and/or brochure supplement, available at www.morganstanley.com/ADV. In the OCIO program, accounts are subject to an annual asset-based fee which is payable quarterly in advance (some account types may be billed differently). In general, the Fee covers all fees or charges of Morgan Stanley (including investment advisory services, brokerage commissions, compensation to Morgan Stanley Financial Advisors and Morgan Stanley custodial charges) except certain costs or charges associated with the account such as any applicable Sub-Manager fees or certain securities transactions, including dealer mark-ups or mark-downs, auction fees, certain odd-lot differentials, exchange fees, transfer taxes, electronic fund and wire transfer fees; charges imposed by custodians other than Morgan Stanley.
CRC#5500254 (06/2026)