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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
Welcome

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
  • Institutional Services
  • Corporations
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Corporate Pension Funds
  • Stock Option Plans
  • Stock Purchase Plans
  • 529 Plans
  • Executive Financial Services
  • Executive Benefit Services
  • Asset Management
  • Professional Portfolio Management
  • Investment Policy Statements
  • Alternative Investments
  • Business Planning
  • Financial Planning
  • Retirement Planning
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.
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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.