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Greycourt & Co., Inc.
       
 
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Greycourt & Co., Inc.
 
 
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As a long-established open architecture advisory firm, Greycourt possesses a number of distinguishing characteristics that set us apart from other firms. The most important is that Greycourt was designed by leading family office and endowment professionals with extensive experience working as clients themselves of investment advisory firms. When we organized Greycourt, we kept the best of the traditional advisory model (mainly its independence) and changed everything else.

Greycourt offers its clients a range of services which include:

   * asset allocation and portfolio design;
   * traditional and non-traditional manager review and selection;
   * portfolio implementation;
   * portfolio monitoring and consolidated performance reporting.

Additional wealth advisory services include

   * guidance on estate, tax, trust, and insurance planning needs;
   * asset custody;
   * closely held business issues;
   * philanthropy;
   * family dynamics and intergenerational issues.

Greycourt’s advisory services are not a product but a process - a process refined by continuous review and consultation and tailored to the unique needs of each client.
Overview: 

Greycourt is a premier provider of financial advisory services to wealthy families and select endowments. Greycourt seeks to follow open architecture in its purest sense. We do not engage in money management activities – not even funds of funds – nor do we operate related business activities, such as custody, brokerage or fiduciary services. We accept no compensation other than those fees paid directly by our clients. By contrast, closed architecture models offer only proprietary products, while hybrid firms try to offer both outside and proprietary solutions.

Headquartered in Pittsburgh, Greycourt operates out of four offices: Pittsburgh, Pennsylvania; Charlotte, North Carolina; Houston, Texas; and Portland, Oregon. Our four locations ensure that Greycourt will be geographically convenient to almost any client, as well as to the many talented managers we engage. We currently advise on approximately $8 billion of client assets.

With an average client size of approximately $100 million, Greycourt serves private and institutional investors ranging from $25 million in investable assets to a number of Forbes 400 Families. Our relationships are typically full retainer engagements, but we occasionally accept assignments that are more project-oriented.

Each of Greycourt's managing directors has over twenty years experience advising some of America's wealthiest families. Insights into areas such as family office management, private banking, and fiduciary and tax issues are available to all Greycourt clients as they deal with issues that extend far beyond traditional investment matters.

Greycourt widely distributes its various white papers on far-reaching investment issues facing investors today. As a result, Greycourt is today one of the most recognized open architecture firms advising investors on their investment and other wealth-management issues.
History: 

Greycourt was incorporated in 1988 and has been providing comprehensive advice to sophisticated investors for over 20 years. Gregory Curtis, Greycourt’s founder and current Chairman, served for many years as president of a family office for the Mellon family and president of the Laurel Foundation.


 
 
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