When you hire Graystone Consulting, a business of Morgan Stanley, you achieve the best of both worlds: A highly engaged investment boutique experience, backed by the full scale, extensive resources and oversight of a global financial powerhouse.
How graystone consulting supports our clients
years experience advising clients as a fiduciary
billion in institutional assets under management through Graystone investment consultants1
Morgan Stanley & Co LLC Research analysts across 21 countries, covering over 3,000 investment securities
Our full spectrum of integrated investment solutions is delivered by dedicated teams of seasoned investment consultants who have an acute understanding of your unique needs. This approach keeps you in the center of every decision, as we assist you in making timely decisions that support your mission and ongoing goals, and meet your fiduciary responsibilities.

Clients We Serve

Family Offices

Family Offices

As stewards of your personal wealth, we share a common goal to earn your confidence not only through the quality of strategies we present, but through the excellence in which we deliver them.
Learn more about Family Offices


Our strength lies in our ability to help nonprofits utilize their assets to pursue their mission, serving as a proactive and collaborative partner to help our clients grow their social and financial capital.
Learn more about Nonprofits
Foundations and Endowments

Foundations and Endowments

At the heart of our business model is the determination to align your investment goals with your overall mission.
Learn more about Foundations and Endowments
Faith-Based Institutions

Faith-Based Institutions

Institutions can align their faith with their finances, while potentially achieving market-rate returns.
Learn more about Faith-Based Institutions
Educational Institutions

Educational Institutions

We take a strategist approach, helping you drive outcomes, not just performance.
Learn more about Educational Institutions
Public and Private Corporations

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.
Learn more about Public and Private Corporations
Government and Public Entities

Government and Public Entities

We believe the more complex your situation, the more valuable we are to you.
Learn more about Government and Public Entities

Services We Provide

Endowment Management

Endowment Management

We go beyond traditional investment consulting to deliver a more holistic approach to managing your endowment.
Learn more about Endowment Management
Custom Investment Outsourcing Solutions

Custom Investment Outsourcing Solutions

Our business structure seeks to deliver “best in class” solutions, all supported by world-class resources.
Learn more about Custom Investment Outsourcing Solutions
Defined Contribution Plan Consulting

Defined Contribution Plan Consulting

Our mission is to make managing your retirement plan easier, so you can focus on the business of running your business.
Learn more about Defined Contribution Plan Consulting
Defined Benefit Plan Consulting

Defined Benefit Plan Consulting

Our mission is to provide you with tailored solutions to maximize returns, while reducing risk and overall costs.
Learn more about Defined Benefit Plan Consulting
Private Wealth Management

Private Wealth Management

Helping you preserve and grow your financial, family and social capital.
Learn more about Private Wealth Management

Thought Leadership

Thought Leadership for our institutional clients containing thought-provoking articles authored by experts from Morgan Stanley.
  • Investment Advisory Services
  • Portfolio Management
  • Securities-Based Lending
On the Markets

On the Markets

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

Ready to invest in what matters to you?

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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The Global Investment Manager Analysis (GIMA) Services Only Apply to Certain Investment Advisory Programs. GIMA evaluates certain investment products for the purposes of some – but not all – of Morgan Stanley Smith Barney LLC’s investment advisory programs (as described in more detail in the applicable Form ADV Disclosure Document for Morgan Stanley Wealth Management). If you do not invest through one of these investment advisory programs, Morgan Stanley Wealth Management is not obligated to provide you notice of any GIMA Status changes even though it may give notice to clients in other programs.

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Please reach out to your Financial Advisor if you have questions about your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. For additional answers to questions about the differences between our advisory and brokerage services, please consult with your Financial Advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/ourcommitment/.

Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

1As of December 30, 2017

CRC# 2108324 (06/18)