Graystone Consulting Named a Best Investment Consultant by Coalition Greenwich

March 03, 2025 at 11:15 AM EST

Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Crisil Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three firms designated as Best Investment Consultant, Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.

In addition, in each of the past three years, Graystone received the Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants.

“We are thrilled to receive this honor, especially because it is based on our clients’ level of satisfaction,” said Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley. “Every day, we work hard to bring thoughtful advice, insightful thought leadership, and personalized service to all of our clients, and we truly value the trust they place in us.”

This award was determined by research based on in-depth interviews with U.S. institutional investors between February and September 2024. Crisil Coalition Greenwich interviewed 699 individuals from 563 of the largest tax-exempt funds in the United States, including corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.

About Graystone Consulting

Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and Taft-Hartley funds. Tailored investment advice is delivered by experienced investment professionals, supported by a dedicated team and the broad resources of Morgan Stanley. To learn more, please visit www.morganstanley.com/graystone.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

*Source: Coalition Greenwich Voice of Client – 2024 U.S. Institutional Investors Study (February 2025). The 2025 Coalition Greenwich Best Investment Consultant in Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S. designation was awarded to three firms and is based on the results of interviews conducted by Crisil Coalition Greenwich. Between February and September 2024, Crisil Coalition Greenwich interviewed 699 individuals from 563 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. The award is the product of numerical scores in Crisil Coalition Greenwich’s proprietary research that are generated from the study interviews. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. The award is not indicative of participating firm’s nor their financial advisors’ past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. Crisil Coalition Greenwich is a part of Crisil Ltd., a company of S&P Global. Morgan Stanley is not affiliated with Crisil Coalition Greenwich.