A complete list of active advisors currently associated with Greystone Capital Partners Group LLC

Warmer can help you find a great advisor at Greystone Capital Partners Group LLC or one who fits your needs even better.

Greystone Capital Partners serves individuals, trusts, estates, corporations and pension/profit-sharing plans with a mix of financial planning, investment management, consulting and wealth management services. The firm is a small team of four advisers managing roughly $101 million across about 157 client relationships and offers both stand‑alone planning engagements and integrated wealth management arrangements. The firm’s investment process combines fundamental, technical, cyclical and behavioral analysis with an asset‑allocation approach derived from Modern Portfolio Theory, allocating across mutual funds, ETFs, individual securities, options, private placements and selected independent managers. Greystone manages accounts on both a discretionary and non‑discretionary basis and provides limited “assets under advisement” services; roughly $43.6 million of its AUM is managed on a non‑discretionary basis, a practice that is less common among comparable team firms. Several of the firm’s supervised persons also operate as licensed insurance agents and registered representatives of a broker‑dealer, offering commission‑based insurance and brokerage services under separate arrangements, which the brochure discloses as potential conflicts. Greystone also receives software, research and operational support from its primary custodian (Fidelity) and provides ERISA fiduciary retirement plan consulting, combining institutional plan services with individual client advisory work in a manner that distinguishes its service mix from many peers.

To learn more about the advisors currently working at Greystone Capital Partners Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.