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.

Today’s competitive landscape is changing at an unprecedented pace. Whether you’re seeking a retirement plan, stock plan services, cash management consulting or a corporate financial wellness program, Graystone Consulting works with you to develop a comprehensive solution aimed at maximizing returns, reducing costs and satisfying customers, shareholders and employees. We are committed to building strategies from the ground up and fine-tuning them over time – all while enabling you to respond more effectively to today’s economic and fiscal challenges. An important benefit of our multidisciplined approach is our ability to help your executives and investment committee understand the financial trade-offs of your strategic decisions. We assist with implementing your customized program, providing the confidence that aspects of investment selection, risk budgeting, administration and periodic reviews are addressed and integrated.

Public and Private Corporations 

$63.6 Billion1

Assets Under Advisement


Number of Clients


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1 Statistic 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

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 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# 2139810 (06/18)