A complete list of active advisors currently associated with Greystone Investment Advisors, Inc.
Warmer can help you find a great advisor at Greystone Investment Advisors, Inc. or one who fits your needs even better.
Greystone Investment Advisors is an independent, single‑advisor registered investment adviser that provides discretionary investment account management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm charges assets‑under‑management fees and implements client portfolios through three stated management disciplines — “Aggressive,” “Growth over Income,” and “Income over Growth” — using mutual funds, ETFs and listed equities custodied at Charles Schwab. The firm’s investment process is long‑term and macro‑oriented, relying on economic and sector analysis from public sources and intending positions to be held generally one year or longer with periodic rebalancing and adjustments. The principal aggregates and block‑trades across client accounts, uses Schwab’s advisor platform and tools, and requires clients to custody assets at Schwab, which the brochure discloses provides soft‑dollar research and technology benefits to the adviser. A distinctive feature disclosed in the brochure is a disciplinary history that includes two NASD dispute‑resolution arbitration matters tied to the principal’s prior role at an unrelated broker‑dealer; the filings describe a $7,000 settlement in one matter and a later $25,000 settlement in another. The firm also operates at a relatively small scale (about $23.6 million in discretionary AUM across roughly 60 client accounts), has no additional staff, and notes that the principal’s personal accounts are managed alongside client accounts using the same allocations and block‑trading procedures.
To learn more about the advisors currently working at Greystone Investment Advisors, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, MO
| 42
|
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