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The Graystone Consulting Advantage

Graystone Consulting provides you with customized, innovative, flexible solutions to help meet your organization’s most sophisticated financial needs. We shine a bright strategic light on your institutional investment challenges and goals and help you create an intelligent path to reach them, while remaining responsive to everything the world throws at your long-term plan along the way.

With an open investment architecture, we maintain complete fiduciary independence with objective unbiased advice, so we work solely in your interests to help you build real and lasting financial security for your organization, your mission, and your people.

We also combine the fresh thinking, nimbleness, and spirit of a modern entrepreneurial consulting boutique with the deep knowledge and experience of Morgan Stanley. We ensure the right advisors are in the seat from the first day you meet. You’ll get deeply experienced advisors who’ll take the time to truly understand you and your organization, develop innovative strategies to address your challenges — and build a long-term partnership based on trust.

Graystone puts the financial resources and power of Morgan Stanley’s vast research network to work for you. That means we can help you more effectively react to financial events around the world, with confidence. Give us your most complex financial challenges, and we’ll help you solve them.

Ready to invest in what matters to you?

Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*

CRC#5692090 (05/2023)