Graystone Consulting – Boston North Shore<br />Middleton, MA - Morgan Stanley Team - Middleton, MA
Morgan Stanley Smith Barney
Graystone Consulting – Boston North Shore
Middleton, MA
35 Village Road Suite 601
Ferncroft Corporate Center
Middleton, MA 01949
tel: (978) 739-3909
toll-free: (800) 343-1291
fax: (978) 739-9650
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.




Bulletin Board
  • 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.

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

    “Enjoy the Ride” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., observes that sometimes the investment environment may feel both boring in the present and unsettling in the context of future uncertainty. From either perspective, the fundamentals can support a global equity market rally, so hang on and enjoy the ride. 

    “Why We Differ on Japan” Morgan Stanley & Co.’s strategists and economists are more bullish than the Wall Street consensus on both the Japanese economy and Japanese equities. In this report, they explain why. 

    • “The Time Is Right for Long-Lagging Industrials” Rising oil prices, a weaker US dollar, hurricane rebuilding, possible tax reform and a potential infrastructure program brighten the outlook for industrials.

    • Plus, look for more on the economy, bonds and private market investments, as well as a Q&A featuring Jeffrey Gundlach of DoubleLine Capital, who argues that the bull market in fixed income securities is fading. 

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

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.
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*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.
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