Nonprofits

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.

Graystone Consulting is an institutional consulting business within a global financial firm. As a result of our structure, Graystone can help drive more returns to the bottom line by leveraging Morgan Stanley’s size and scale to streamline investment manager and program costs without compromising performance potential. In the rapidly evolving area of impact investing, it is our belief that clients who wish to more closely align their portfolios to reflect mission, need the support of a consultant who will take the time to listen and drive a fundamentally different process for decision-making. They require a consulting partner with the experience in building client programs which seek to generate both competitive financial returns, while also creating social outcomes which can support and amplify each client’s mission-related objectives.

Nonprofits, Including Foundations  and Endowments

$51.5 Billion1

Assets Under Advisement

 

Number of Clients

1,6661

Ready to invest in what matters to you?

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

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

CRC 2139674 (11/18)