Graystone Advisor, LLC

Overview

Graystone Advisor, LLC is an independent, individual-owned RIA that focuses on serving individual and family clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Its fee structure includes fixed fees and other fee arrangements, and it is not positioned as an ESG- or pension-focused consultant. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds and other public funds—augmented by allocations to third‑party alternative managers in real estate. As a capital allocator the firm blends model-like exposures through public funds with selective external manager relationships to gain access to real estate strategies that sit outside traditional equity and fixed income sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices