Our Firm

 

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.


With the exception of some insurance contracts, for which there are no fee based alternatives, Greystoke manages client accounts on a fee basis. This means 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: