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Graystone Consulting

A global leader in the Institutional Consulting business, bringing forward strategic investment solutions as unique as your organization.

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A Different Kind of Institutional
Consulting Experience

Graystone Consulting is focused solely on your results; providing a sophisticated framework and disciplined approach to help guide investment decisions while supporting your goals and risk parameters.

  • Boutique Service

    Graystone Consulting consists of more than 50 offices nationwide, providing the personalized service you would expect from a small investment boutique while backed by the global resources of Morgan Stanley.

  • Global Resources

    Backed by Morgan Stanley's vast network, you will have access to specialists including more than 45 analysts dedicated to investment manager analysis, along with Philanthropy and Impact Investing professionals.

  • Independence and Objectivity

    We believe in challenging conventional solutions, delivering unbiased strategies using an open architecture platform centered on your specific circumstances. When acting as fiduciaries, we act in your best interest, and are focused on customized, unaffiliated and transparent solutions.

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A Comprehensive Range of Institutional Consulting Services

Tailored expertise that cuts through complexity to ensure a truly unique Institutional Consulting experience.

A FLEXIBLE RANGE
OF SERVICES

A spectrum of integrated solutions designed to meet your desired level of service and discretion.

CUSTOMIZED
ADVICE

Customized investment programs to address your unique needs and respond to internal and external influences.

ACCESS TO
INTELLECTUAL CAPITAL

Thought leadership from subject matter experts across Morgan Stanley's global network.

ONGOING SUPPORT/
PERFORMANCE REPORTING

Ongoing analysis and superior performance reporting to ensure the needs and objectives of your organization are being addressed.

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Backed by the Strength
of Morgan Stanley

Morgan Stanley's strong foundation provides the comfort you need in today's ever-changing environment.

Morgan Stanley

The Importance of an Investment Policy Statement

February 8, 2022

Developing an investment policy statement that reflects goals and objectives is increasingly important for long-term investing success.
Graystone

Incorporating Diversity, Equity & Inclusion (DEI) into Your Investment Portfolio

January 20, 2022

Watch this webcast to learn how to navigate the complex issues involved in incorporating DEI into investment portfolios. (Please note content is only available for institutional investors based in the United States.)


Graystone

Special Report on DC Plan Fiduciaries

September 2021

Find out about ways to elevate the defined contribution investment process by adapting standards and analytical techniques used for defined benefit plans.
Graystone

How to Defend Against and Respond to Cyber Attacks

September 2021

In this session, our cybersecurity experts will help you think proactively about your organization’s cyber readiness.

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CRC 3318626 11/20