We are one of very few independent advisory firms that operate under an open architecture model, which means we aren’t compensated to recommend specific investments - our sole form of compensation is the advisory fee we charge.
We believe that portfolios should be tailored to every client and built for multiple generations. We also believe that conflicts destroy wealth, so we operate under a business model where we are only compensated by our clients. We believe that advice should be clear and candid, so we give our clients straightforward recommendations that are actionable.
We take the time to develop a deep understanding of each client’s situation and family goals – so that we can ultimately design an investment program that helps you achieve their vision of your wealth. We design a long-term investment strategy for each client that is fully integrated with your estate and tax plans, and we tactically adjust your portfolio in the shorter-term. Our client service team takes care of the operational aspects of investing on your behalf.
Chief Investment Officers and senior executives of family offices are presented with a challenging balancing act: they must run lean and cost-efficient operations while being able to effectively source, underwrite, execute and monitor world-class investment strategies, often in the context of complex, multi-generational portfolios. We believe CIOs and their teams have unique needs and deserve services that dynamically adapt to and complement capabilities that are often present in both established and evolving family offices.
Greycourt has developed robust capabilities to help sophisticated CIOs and their in-house staff by delivering highly customized investment services matched to the specific needs of the family offices, delivered in a way that is both useful and highly cost efficient. We work with you in a highly collaborative manner with an expert-to-expert mindset, to broaden your reach in manager research in ways that are relevant and impactful. We share data, analysis, and recommendations on new managers, while objectively assessing and interpreting results from existing holdings. We can help with investment and operational due diligence as well as manager risk analysis.
We also work with our CIO clients to exchange ideas and produce detailed analysis at the full portfolio level, which can produce actionable insights in several areas including testing assumptions and inputs for asset allocation models, evaluating portfolio return and cash flow characteristics, and quantifying and discussing risks that can emerge from manager interactions.