A strategic consulting partner who can take an all-encompassing view of all of a health care organization’s  assets and the broader impact of these investment pools on the organization’s future cash flows, income statement and balance sheet.

As the economic and regulatory climate continues to place pressure on health care organizations to do more with less, we recognize that there is a greater emphasis on both investment performance and risk management. Our consultants subscribe to a philosophy that reaches beyond the investments, and is designed to help organizations ultimately redefine success, manage risk and focus on the real result – their ability to meet their goals. We take the time to listen closely to our clients and offer sophisticated investment consulting guidance developed from our extensive experience advising health care organizations across their varying pools including operating assets, longer-term restricted assets, retirement funds, foundations, health care insurance trusts and offshore insurance captives, to name a few. As one of the largest consulting practices of its kind and a business of Morgan Stanley, we draw upon our broader organization’s deep understanding of the health care industry to surround our clients with holistic advice that helps deliver the type of service that is needed in this more challenging and competitive environment facing all health care institutions. We are committed to equipping both Investment Committees and staff members to fully understand the financial trade-offs of their strategic decision-making and we advocate best practices on governance, investment policy and fiduciary management.

Healthcare Institutions and Hospitals

$9.55 Billion1

Assets Under Advisement


Number of Clients


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1 As of December 31, 2017. Source: Consulting Group which includes Graystone Consulting

CRC 2139655 (11/18)