At Greystone, our goal is to exceed our clients’ expectations.

Homepage-smGreystone Investment Management, LLC, a registered investment advisory firm, provides client-centered portfolio and wealth management services. With over 75 years of combined experience, our team of finance and investment professionals is dedicated to helping our clients achieve their financial goals.

We actively manage our clients’ portfolios in accordance with their growth, income, risk, tax, liquidity and any other special needs. We believe Greystone adds value to our clients’ portfolios through fundamental security analysis of both equity and debt issues and a strict adherence to a valuation methodology and investment discipline.

We employ solid financial analysis, a close scrutiny of business and demographic trends and a systematic search to seek out outstanding opportunities. We believe this focus enables us to meet our goal “to exceed our clients’ expectations.”