Educational Institutions

We take a strategist approach, helping you drive outcomes, not just seek performance.

For over 40 years, Graystone Consulting, a separate business of Morgan Stanley, has been serving the specialized needs of educational institutions, where we currently have relationships with over 1,300 higher education institutions. This work includes public and private universities, foundations and endowments, college preparatory, research institutes and theological seminaries.  Our consulting professionals understand the challenges many colleges and universities face in balancing return objectives with spending and liquidity needs. Our exposure to a diverse range of clients informs our guidance, enabling us to bring fresh, strategic ideas that challenge conventional solutions. We are able to leverage Morgan Stanley’s unique perspective as a leader in the capital markets and draw upon our deep understanding of the investment needs of the landscape for educational institutions, to surround clients with comprehensive advice that seeks to deliver the type of results that are needed in this more challenging environment for higher education. Across the board, we see our clients looking more closely at how they are viewed in terms of their sustainability efforts and impact on the environment.

We are leaders in the impact investing arena and are recognized for our impact investing platform. This unique insight – coupled with the deep resources of a global financial powerhouse – is delivered through a dedicated team of local investment professionals, who focus on working with educational institutions like yours. With boots on the ground, we bring a personalized approach that can help drive more returns to the bottom line. Our ability to extend our role beyond investment consulting, to provide implementation and ongoing management, sets us apart from traditional consulting-only firms.

Educational Institutions

$9.5 Billion1

Assets Under Advisement


Number of Clients


Ready to invest in what matters to you?

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

1Statistic reflects total amount of assets under advisement and number of clients across Morgan Stanley Smith Barney LLC. As of December 31, 2017. Source: Consulting Group

CRC 2139692 (11/18)