Our Firm

Despite a wealth of information available at our fingertips, navigating the financial jungle is still treacherous. Rather than trying to determine how to invest your assets, let Greystoke Consulting, Inc., a Registered Investment Advisor, manage a portfolio that's right for you.

Since our inception in 1994, Greystoke Consulting, Inc. has dedicated itself to helping clients reach their financial goals. Our clients include: community organizations, individuals and small businesses. Through knowledgeable planning and experience, our team of financial professionals helps each client build a well-diversified portfolio that utilizes the intrinsic differences in global markets and securities. Each financial plan is tailored around you with the following considerations:

  • Wealth Preservation
  • Asset growth at an acceptable risk level
  • Increasing personal income
  • Effectively managing retirement assets
  • Accumulating assets to meet specific needs and goals
  • Tax reduction strategies
  • Efficiently transferring wealth to beneficiaries

Behind each Greystoke client relationship is the unparalleled knowledge and experience of our team. Our talents help clients successfully compete in today's financial marketplace. We always look beyond headlines to find opportunities. Whether planning your business or personal future, count on our team to provide the best financial options for you. We act as a fiduciary for our clients, exercising a higher standard of care than most financial services companies.

Greystoke manages client accounts on a fee-only basis, meaning that our compensation is based on the value of your account, not on a per trade basis. Therefore, your success is our success. Our investment style, like any other that is market based, cannot rule out the downside. When markets fall we want our accounts to fall less.

All Greystoke client accounts are held at highly rated insurance or brokerage firms. These reputable institutions act as a custodian, providing a safe, insured environment for your assets. They include the following: