Services

Greystone Investment Management, LLC provides client-centered investment and wealth management services. Investment Management is the art and science of investing assets to meet each individual client's objectives. Wealth management goes beyond investing capital. We work with each client and their other advisors, including accountants and attorneys, to develop comprehensive strategies that consider the whole financial picture. A well-planned wealth management strategy includes tax, estate, charitable giving and retirement planning in conjunction with portfolio management to meet both the current and long-term needs of each client and their families.

To learn more about our custodial company, please visit Raymond James Financial on the web.