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.

Wealth Management is a multi-faceted approach of developing, growing and deploying assets to help our clients meet their long-term goals. These goals often include retirement planning, education funding, wealth transfer to heirs, charitable contributions, and tax sensitive investing. We work to meet these goals through an understanding of each individual client’s needs, risk-tolerance and long-term objectives. Armed with this knowledge, we work in consultation with our client’s other key advisors, (primarily CPAs and Estate Planning attorneys) to develop and execute appropriate plans.

Equity Holdings

For a list of Greystone’s Equity Holdings, log onto our 13f filing with the SEC by clicking below: