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.
Graystone Consulting, Washington, DC Metropolitan Office (Potomac, Maryland) recognized by National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisory Team Nationally (2013) and in Washington, DC. (2011, 2012).
PLANSPONSOR Magazine recognizes Bob Scherer, Managing Director, Dean Eisen, Institutional Consulting Director, and Ross Charkatz, Institutional Consulting Director, amongst the Top 100 Advisors to Retirement Plans in the US (2013, 2012).
Barron’s names Bob Scherer, Managing Director, as one of the Top 100 Financial Advisors in the US (2013) for the eighth year in a row.
Ross Charkatz recognized by REP. Magazine, the WealthManagement.com magazine for advisors, as one of the “Top 10 Advisors Under 40” (2013).
Bob Scherer, Managing Director, recognized by Barron’s as the top financial advisor in Washington, DC (2012), the third year in a row in which he has been named in the top three.
Research Magazine profiles Bob Scherer, Managing Director, “Intellectual Trust.” (August 2010). Please see In the Press for a link to the article.
Source: NABCAP: "Premier Wealth Advisors", Washington Business Journal, October 2012, and “National Premier Advisors”, January 2012, Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP's evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions ("Program"). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP's methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to www.nabcap.org .? -Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors. -The overall evaluation score of a wealth manager may not be representative of any one client's evaluation.? -The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Omaha Magazine.?The rating is not indicative of the Financial Advisor's future performance.?
Source: PLANSPONSOR Magazine, February 2012, “PLANADVISER’s 2012 Top 100 Retirement Plan Advisers.” PLANSPONSOR / PLANADVISER magazines base their rankings on quantitative and qualitative criteria. For more information on ranking methodology, go to www.planadviser.com/MagazineArticle.aspx?id=16840. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Plan Sponsor / Plan Adviser in exchange for the rating. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley Smith Barney. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their tax or legal advisors before establishing a retirement plan and to understand the tax, ERISA and related consequences of any investments made under such plan.
Source: Barron's “America’s Top 100 Financial Advisors,” April 2013, “America’s Top 100 Financial Advisors,” April 2012, ”America’s Top 100 Financial Advisors,” April 2011, “America’s Top 100 Financial Advisors,” April 2010, “America’s Top 100 Financial Advisors,” April 2009, “America’s Top 100 Financial Advisors,” April 2008, “America’s Top 100 Financial Advisors,” April 2007, “America’s Top 100 Financial Advisors,” April 2006, “America’s Top Financial Advisors by State,” February 2012, “America’s Top Financial Advisors by State,” February 2011, “America’s Top Financial Advisors by State,” February 2010, “Top-Ranked Advisor Teams in America,” September 2009, using quantitative and qualitative criteria and selected from a total annual pool of over 3,000 nominations. Advisors who are selected have a minimum of seven years of financial services experience. Quantitative factors include, but are not limited to, the amount of assets under management. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Source: REP. Magazine and WealthManagement.com, “Top 10 Advisors Under 40” and “Top 40 Advisors Under 40”, August 2013. Advisors must be under the age of 40 as of August 2013. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.