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Spectrum Institutional Consulting
Spectrum Institutional Consulting
at Graystone Consulting
6710 North Scottsdale Rd.
Suite 250
Scottsdale, AZ 85253
tel: 480-368-6515
toll free: 800-727-4888 ext. 6515
fax: 480-368-6622
Email Us
Welcome Meet Our Group Services
Welcome

Spectrum Institutional Consulting Group at Graystone Consulting provides a complete range of investment consulting services for sophisticated investors. We tailor our firm’s  global resources to create customized strategies for your unique asset and liability needs. We have access to the services of a leading global financial services firm and combine those resources with customzied advice and a concierge level of personalized service including:
 
Private Wealth Management (to learn more click on)
or
Institutional Services (to learn more click on)
 
These collective efforts are designed to enhance our clients’ decision-making intelligence with our passion to exceed their expectations
 
Spectrum Institutional Consulting

“Transforming Complex Challenges into Practical Strategies”

Services
  • Wealth Management
  • Professional Portfolio Management
  • Lending Services
  • Estate Planning
  • Trust Services and Accounting
  • Insurance Services
Bulletin Board
  • See Special Reports for the August Graystone Investors’ Monthly featuring: “Dark Clouds, No Rain" - the pace of the global recovery has slowed, leading to fears of a double-dip recession. Just as not every chance of rain leads to showers, not every economic slowdown becomes a recession. This month's lineup also includes: "Restoring Confidence in an Uncertain World" and "It's Still Stocks for the Long Run" A conversation with the Wharton School's Dr. Jeremy Siegel, author of the financial best seller, Stocks for the Long Run.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Graystone Consulting: Investors' Monthly (pdf)

Manager Research and Selection: A Disciplined Process (pdf)

100 Point Commentary (pdf)
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.