When you hire Graystone Consulting, a business of Morgan Stanley, you achieve the best of both worlds: A highly engaged investment boutique experience, backed by the full scale, extensive resources and oversight of a global financial powerhouse.
How graystone consulting supports our clients
40+
years experience advising clients as a fiduciary
$2.4
trillion in client assets under management at Morgan Stanley1
300+
Morgan Stanley & Co LLC Research analysts across 21 countries, covering over 3,000 investment securities
Our full spectrum of integrated investment solutions is delivered by dedicated teams of seasoned investment consultants who have an acute understanding of your unique needs. This approach keeps you in the center of every decision, as we assist you in making timely decisions that support your mission and ongoing goals, and meet your fiduciary responsibilities.

Clients We Serve

Public and Private Corporations

Public and Private Corporations

We are deeply and personally invested in your success and keenly understand the challenges of today’s business and investment environment.
Learn more about Public and Private Corporations
Healthcare

Healthcare

A strategic consulting partner who can take an all-encompassing view of an organization's assets and the broader impact of these investment pools on the organization’s future cash flows, income statement and balance sheet.
Learn more about Healthcare
Nonprofits

Nonprofits

Our strength lies in our ability to help nonprofits utilize their assets to pursue their mission, serving as a proactive and collaborative partner to help our clients grow their social and financial capital.
Learn more about Nonprofits
Faith-Based Institutions

Faith-Based Institutions

Institutions can align their faith with their finances, while potentially achieving market-rate returns.
Learn more about Faith-Based Institutions
Family Offices

Family Offices

As stewards of your personal wealth, we share a common goal to earn your confidence not only through the quality of strategies we present, but through the excellence in which we deliver them.
Learn more about Family Offices
Foundations and Endowments

Foundations and Endowments

At the heart of our business model is the determination to align your investment goals with your overall mission.
Learn more about Foundations and Endowments
Insurance Companies

Insurance Companies

A global leader in serving the intricate needs of the domestic and international risk insurance market.
Learn more about Insurance Companies
Government and Public Entities

Government and Public Entities

We believe the more complex your situation, the more valuable we are to you.
Learn more about Government and Public Entities
Educational Institutions

Educational Institutions

We take a strategist approach, helping you drive outcomes, not just performance.
Learn more about Educational Institutions

Services We Provide

Institutional Investment Consulting

Institutional Investment Consulting

Our team-based service model recognizes the uniqueness of every client, allowing us to put your interests first.
Learn more about Institutional Investment Consulting
Morgan Stanley Financial Wellness

Morgan Stanley Financial Wellness

A corporate financial wellness program aimed at improving employees' financial lives
Learn more about Morgan Stanley Financial Wellness
Retirement Plan Consulting

Retirement Plan Consulting

Helping organizations effectively manage their retirement plans and maximize the benefits to their employees.
Learn more about Retirement Plan Consulting
Private Wealth Management

Private Wealth Management

Helping you preserve and grow your financial, family and social capital.
Learn more about Private Wealth Management

Thought Leadership

Thought Leadership for our institutional clients containing thought-provoking articles authored by experts from Morgan Stanley.
  • Investment Advisory Services
  • Portfolio Management
  • Securities-Based Lending
On the Markets

On the Markets

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read More about On the Markets

Ready to invest in what matters to you?

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Not all products and services are available to clients outside of the United States.

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be suitable for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV or from your Financial Advisor.

The Global Investment Manager Analysis (GIMA) Services Only Apply to Certain Investment Advisory Programs. GIMA evaluates certain investment products for the purposes of some – but not all – of Morgan Stanley Smith Barney LLC’s investment advisory programs (as described in more detail in the applicable Form ADV Disclosure Document for Morgan Stanley Wealth Management). If you do not invest through one of these investment advisory programs, Morgan Stanley Wealth Management is not obligated to provide you notice of any GIMA Status changes even though it may give notice to clients in other programs.

You should understand the differences between a brokerage and advisory relationship. When providing you brokerage services, our legal obligations to you are governed by the Securities Act of 1933, the Securities Exchange Act of 1934, the rules of self-regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), and state securities laws, where applicable. When providing you advisory services, our legal obligations to you are governed by the Investment Advisers Act, Federal statutes and regulations relating to retirement accounts, and applicable state securities laws. These latter advisory obligations govern our conduct and disclosure requirements, creating a legal standard which is referred to as a “fiduciary” duty to you. We also may have a fiduciary duty to you, with respect to brokerage retirement accounts.

Please reach out to your Financial Advisor if you have questions about your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. For additional answers to questions about the differences between our advisory and brokerage services, please consult with your Financial Advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at http://www.morganstanley.com/ourcommitment/.

Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

1As of July 18, 2018. Morgan Stanley Second Quarter Earnings.


CRC# 2108324 (06/18)