Graystone Consulting – Los Angeles, CA - Morgan Stanley Team - Westlake Village, CA
Morgan Stanley Smith Barney
Graystone Consulting – Los Angeles, CA
100 N Westlake Blvd., Suite 200
Westlake Village, CA 91362
tel: (805) 374-8111

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.

Westlake Office

100 N Westlake Blvd.
Westlake Village, CA 91362
Phone: toll-free: (855) 326-7362 | Fax: (805) 409-4880

Beverly Hills Office

9665 Wilshire Blvd| Suite 600
Beverly Hills, CA 90212
Phone: (310) 285-6558 | Fax: (310) 285-2696

Bulletin Board
  • See March On the Markets from the Global Investment Committee featuring

    “Listening Closely” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says to trust your fundamental analysis and investment thesis, but verify it by listening closely to what the market is saying. 

    “Regime Change" When the stock market had a swift 10% correction last month, investors could find no shelter in bonds or the dollar, which are both typically safer places to be. That’s another signal that there’s been a regime change in the markets, writes Lisa Shalett, head of Wealth Management Investment Resources and Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management.  

    • “Thematic Investing Takes a Holistic Approach” Thematic investing is a way to access investment opportunities that span multiple sectors and disciplines. Scott Helfstein, PhD, a senior investment strategist for Morgan Stanley Wealth Management, explains how it works. 

    • Plus, look for more on the economy, equities and bonds. 

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.

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