GREYSTONE INVESTMENT ADVISORS, INC.

Overview

Greystone Investment Advisors, Inc. is a small, fee-based registered investment adviser focused on portfolio management for individuals and small businesses. The firm’s stated preference is equities, and its reported activity centers on exchange-traded equities and ETF-style exposures as the primary building blocks of client portfolios. Fee income is generated as a percentage of assets under management, and the business is owned by an individual operator, positioning the firm as a boutique adviser serving a concentrated roster of retail and family clients. Manager allocation activity appears narrow: equity-oriented strategies dominate the book, while fixed income exposure is held mainly via corporate debt and mutual funds. The firm does not identify itself as an active ESG investor and does not present as a multi-state or pension consultant adviser. When non-core exposures are needed—liquidity, credit, or mutual fund sleeves—Greystone appears to use third-party pooled products rather than running significant in-house alternative strategies.

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Public Holdings

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Location & Offices