Graystone Consulting consists of a select group of highly qualified, experienced institutional consulting teams located across North America. Each team is led by Institutional Consulting Directors who possess an average of more than 20 years of investment experience (as of June 2009).
Currently, Graystone Consulting provides stewardship to more than $90 billion in institutional consulting assets (as of December 2008). We also have access to one of the nation’s largest staff of research analysts, presently approximately 60, who review and evaluate nearly 1,300 traditional investment strategies each quarter (as of June 2009). We have proven experience with a diverse range of sophisticated institutional clients and are empowered to make customized investment and research recommendations.
At Graystone Consulting, our mission is clear: to help set the industry standard in investment consulting services by helping sophisticated investors develop prudent strategies. Our business continues a long legacy of delivering objective advice. In fact, over three decades ago, our sister organization, Consulting Group, launched one of the first managed money platforms in the nation. Today, Consulting Group is consistently ranked as one of the nation’s leading providers of managed money services (Cerulli Associates, March 2009).
Spectrum Institutional Consulting
“Transforming Complex Challenges into Practical Strategies”
Services
Asset Management
Professional Portfolio Management
Lending Services
Financial Planning
Family Consulting
Planning for Special Needs Individuals
Private Banking
Art Advisory
Alternative Investments
Estate Planning
Trust Services and Accounting
Insurance Services
Philanthropic Services
Endowments and Foundations
Executive Benefit Services
Executive Financial Services
Municipal Bonds
401k Rollovers
Bulletin Board
Spectrum Institutional Consulting at Citi was recognized in Research Magazine as one of its Top-Ranked Advisor Teams in America in an article appearing in September 08. The methodology and criteria of the award is based on the independent research organization The Winner’s Circle. See Viewpoint for details.
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.
Everything starts with an understanding of how you want to live and what you need to live that way.
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.
Lifestyle Review
Everything starts with an understanding of how you want to live and what you need to live that way.
FAMILY RECORDS ORGANIZER
You want to be sure you can lay your hands on all your critical documents—health care proxies, powers of
attorney, wills, trusts, etc.—when you need them.
BENEFICIARY REVIEW
Having everything together makes it easy to ensure that you have the right beneficiary named on each
of your accounts and policies. Your Advisor can explain how beneficiary designations may be able to help
you minimize estate taxes.
RETIREMENT ACCOUNT ASSESSMENT
Managed properly, your 401(k) and IRA accounts can be powerful tools to help maximize retirement savings.
YOUR RETIREMENT INCOME PLAN
A key step is to figure out where your retirement "paycheck" will come from. You want to be sure that the
income from your investments, pensions and Social Security will meet your needs.
RISK REVIEW
Some things can jeopardize your retirement plans, including longevity, litigation, health care and long-term care
needs. Identifying these risks is the first step in protecting against them.
PENSION ELECTION
Figuring out what pension payout option makes the most sense for you can be a daunting project. We'll help you
make sense of your choices.
SOCIAL SECURITY BENEFITS
Should you start collecting Social Security benefits at age 62? Or 65? How will your decision impact your
spouse's Social Security benefits?
MEDICARE OPTIONS
When should you apply for Medicare? Which programs are best for you? How can you avoid potential penalties?
RETIREMENT ANALYSIS
As part of our ongoing commitment, we'll schedule time to review your comprehensive retirement plan and
make sure it stays current with developments in your life.