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

    “The Late Innings Can Be Exciting” CIO Mike Wilson writes that if, as he predicts, large-cap growth and small-cap stocks finally take their turns in the rolling bear market, we will be in the final inning of the bull market—and, as in baseball, the final innings can be quite exciting.

    “A Case for Industrials” Looking into 2019, the industrials sector has the greatest consensus earnings outlook of the cyclical sectors, writes Denny Galindo, an equity strategist for Morgan Stanley Wealth Management. What’s more, the sector’s earnings multiple is modest. 

    • “What Is the Yield Curve Telling Us?” Economists and investors have long looked to the yield curve—specifically the difference in yields on two-year and 10-year US Treasuries—as an early warning sign of recession. For a number of reasons, that metric may no longer be reliable, writes Lisa Shalett, head of Wealth Management Resources and head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management. She explores an alternative metric that may be more relevant in today’s environment.

    • Plus, look for more on equities, fixed income and a Q&A with Jeff Jorgensen, a major investor in master limited partnerships.

  • Morgan Stanley Wealth Management Names 17 Women of Achievement to MAKERS Class of 2017

  • Kelli Schrade Joins the Stephans Van Liew and Oiler Group of Graystone Consulting

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

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