Defined Contribution (DC) Plan Services; Fiduciary Services; Financial/Retirement Planning; Investment-Consulting
Graystone Consulting, a business of Morgan Stanley that advises more than $90 billion* in Taft-Hartley Funds, is proud to return as a sponsor for the 68th 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 organization. For more than 45 years, we have been helping plan sponsors to 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 12/31/2021
Investments and services offered through Morgan Stanley Smith Barney LLC. Graystone Consulting is a business of Morgan Stanley.
Contact name: Franco LoFaro, Executive Director
Note: Neither the providers nor their products or services have been reviewed, tested or screened by the International Foundation. You should exercise caution and due diligence to ascertain the appropriateness, quality and value of the products and services for their intended purpose and the financial stability of the affected provider. The International Foundation does not endorse, sponsor or promote any of the products or services offered by the providers in the Service Provider Directory.