Graystone Consulting –<br />Pittsburgh, PA<br />Cleveland, OH - Morgan Stanley Team - Sewickley, PA
Morgan Stanley Smith Barney
Graystone Consulting –
Pittsburgh, PA
Cleveland, OH
1603 Carmody Court
Suite 301
Sewickley, PA 15143
tel: (724) 933-1484
toll-free: (800) 705-4079
fax: (724) 498-0668
Welcome

Our institutional investment consulting division was founded with a simple mission: to help set the industry standard in investment consulting services for sophisticated investors.

We provide a complete range of investment advice to clients that include foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices and private individuals. Our customized investment strategies are delivered by Institutional Consulting Directors, experienced investment professionals backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice. If you would like to know more about how our disciplined process and personalized services can help you meet your needs, please contact us.

Pittsburgh Office

1603 Carmody Court I Suite 301 I Sewickley, PA 15143
office 724.933.1484 I fax 724.498.0668 I toll free 800.705.4079

Cleveland Office

36 E. Streetsboro Street, Suite 101 I Hudson, OH 44236
office 234.380.4807 I fax 234.380.4801 I toll free 877.476.0673




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  • See November On the Markets from the Global Investment Committee featuring

    “Punctuality Counts”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., explains the importance of being early in making investment decisions.

    “Teeing Up Tax Swap Possibilities”  The sell-off in both the stock and bond markets widened discounts in closed-end funds to levels not seen in three years. This is fertile ground for “tax swaps,” in which an investor sells a losing position, replaces it with a similar position purchased at a discount and, provided they adhere to IRS regulations, harvests a tax loss.

    “Is It Time for Gold to Shine?”  At the current price, the GIC believes there’s upside potential in gold. However, the real reason to take a small tactical position is as a hedge against falling stock prices and a possible decline in the US dollar.

    • Plus, look for more on equities, fixed income and alternative investments

  • For the latest Global Investment Committee report, please click on the Investing & Market Insights link on the left.

  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to help you make the right investment decisions for your plan.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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