Graystone Consulting – <br/>Chicago, IL<br/>THE STEPHANS <br/>VAN LIEW & OILER <br />GROUP - Morgan Stanley Team - Chicago, IL
Morgan Stanley Smith Barney
Graystone Consulting –
Chicago, IL
227 West Monroe Street
Suite 3400
Chicago, IL 60606

Seasoned consultants offering advice & guidance,
specialized experience and investment solutions
tailored to address the needs of:

Foundations & Endowments
Not-For-Profit Organizations
Corporate Retirement Plans & Operating Pools
Complex Private Wealth & Multigenerational Families

We combine the vast resources and cutting-edge technology of a premier global firm with the personalized service of experienced financial professionals who have spent their entire careers successfully advising individuals and institutions throughout the country. Our senior team draws upon their unique backgrounds and personal experiences as practitioners, board members and philanthropic leaders to guide clients and their Investment Committees to make informed, confident decisions.

A separate business unit of Morgan Stanley, Graystone Consulting focuses exclusively on investment consulting. It is the only independent consulting firm of its kind to be associated with a large financial services provider. At the core of its services is a disciplined investment process – one that begins and ends with our clients.

We work with our clients in a highly collaborative partnership to plan ahead and drive results that matter most. We invest the time to understand the organization’s broader goals and design investment solutions that will effectively support their goals. The hallmark of our approach is that we take accountability for implementation and the ongoing monitoring of the program allowing staff and the Investment Committee to focus on the key issues of governance and setting policy.

We add significant value to client programs by not only ensuring that the right program construction and policies support your objectives, but also through cost-effective implementation. For those who seek our assistance with implementation, we leverage our size and scale to drive down investment manager costs, and pass those savings on to our clients. Importantly, our clients benefit from a clear and transparent fee structure, increasing their understanding of sources of compensation and protecting against conflicts of interest.

Visit our new website to learn more about what Graystone Consulting can do for you.

Bulletin Board

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.
Awards Disclosures
Click to View Video

pp:9391 mp: 4791