Graystone Consulting – Houston, TX - Morgan Stanley Team - Houston, TX
Morgan Stanley Smith Barney
Graystone Consulting – Houston, TX
5051 Westheimer Road
Suite 2100
Houston, TX 77056
tel: (713) 966-2134
toll-free: (800) 666-6069
fax: (713) 966-6805
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Graystone Houston
5051 Westheimer Road, Suite 2100         
Houston, TX 77056

tel: (713) 966-2134
toll-free: (888) 454-3965
fax: (713) 966-6808

Graystone Consulting provides a complete range of investment consulting services to institutional clients including Taft-Hartley and corporate retirement plans, foundations and endowments, health care organizations, state and local governments and private clients.  Currently Graystone Consulting has over $240 billion of assets under advisement.  

Our primary focus is helping institutional clients manage and meet their fiduciary responsibilities.  We seek to provide a high level of sophisticated investment advice including the following:

  • Asset allocation analysis and risk management;

  • Investment manager research and selection;

  • Development and maintenance of Investment Policy Statement Plans;

  • Customized, institutionally oriented performance reporting;

  • Economic and capital market research.

Our team is supported by one of the consulting industry's largest investment advisor research teams of over 140 analysts as well as the unparalleled resources of Morgan Stanley.

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

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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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