Defined Benefit Plan Consulting

Our mission is to provide you with tailored solutions to maximize returns, while reducing risk and overall costs.

As a defined benefit plan sponsor, you face strict ERISA rules, changing actuarial assumptions, as well as important decisions on managing the assets and liabilities of your plan. At Graystone Consulting, we partner with you to create customized growth and liability-hedging portfolios that are designed to add greater upside potential, while protecting against interest rate risk. We believe in challenging conventional solutions, utilizing an unbiased and open architecture platform centered on your specific circumstances. When acting as ERISA fiduciaries, we act in your best interest and are committed to providing you customized strategies aligned with your organization’s unique investment objectives.

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Tax 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.

CRC# 2139938 (06/18)