GrayStone Consulting

Categories: Defined Contribution (DC) Plan Services Fiduciary Services Financial/Retirement Planning Investment-Consulting
Graystone Consulting from Morgan Stanley, which advises more than $96 billion* in Taft-Hartley funds, is proud to return as a sponsor for the 70th Annual Employee Benefits Conference. We combine the fresh thinking of an entrepreneurial boutique with the expertise of Morgan Stanley to create investment strategies that fit your plan’s unique needs. For more than 50 years, we have been helping plans successfully balance risk and return, improve funding ratios, and ensure that fiduciary obligations are met. We look forward to seeing old friends—and meeting new ones—at this important conference.
 
*Institutional AUM as of 12/31/2023
Investments and services offered through Morgan Stanley Smith Barney LLC. Graystone Consulting is a business of Morgan Stanley.
Graystone Consulting

GrayStone Consulting

United States

Franco LoFaro, Executive Director

[email protected]

[email protected]