GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

Overview

Greystone Financial & Estate Services, Inc. is a fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates under a percentage-of-AUM fee model and manages primarily discretionary relationships, indicating it takes day-to-day authority over client portfolios for most clients. Greystone emphasizes liquid public fund solutions—mutual funds and pooled vehicles—as the core of its investment lineup, while incorporating real estate exposure through REITs and other real-estate-oriented strategies. The firm does not position itself as an active ESG investor and is not configured as a multi-state adviser.

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Investments & Alternatives

Location & Offices