Investment advisors all sound alike.
We’d like to help you understand how we are different.

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.

How Greycourt Is Different

Family wealth is our specialty
We work primarily with ultra-high net worth families and family offices.
why this matters
Effectively advising families requires a deep understanding of tax considerations and experience integrating investment strategies with tax and estate planning structures.
We are investors first
We have navigated diverse markets as investors as opposed to observers. Our senior team members have an average of 24 years of investment experience.
why this matters
Seasoned by our experience, we can balance boldness and decisiveness as investors.
Our firm is designed for the future
We believe our independent business model represents where the industry is heading. We believe in being net importers of talent and we have focused on building a multigenerational firm serving generations of clients.
why this matters
We are in control of our own destiny and not subject to conflicts of interest and overzealous growth goals.

Our Flexible Offering

We are experts at serving families and family offices and can customize our services according to your unique needs.
INVESTMENT ADVISORY SERVICES
Are you looking for an advisor to help manage your family wealth?
what we believe + how we work
Our Philosophy

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.

Our Approach

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.

We support families and family offices with a full service investment advisory offering.
Strategic Portfolio Design
We design a portfolio specific to your situation.
Manager Research
We strive to find exceptional investments that fit your needs.
Client Service and Reporting
We take the operational burden off of your shoulders and keep you updated.
Client Case Study
Diversification around a concentrated stock position
OUTSOURCED RESEARCH SERVICES
Are you a CIO or family office executive looking to expand your investment resources?
what we believe + how we work
Our Philosophy

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.

Our Approach

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.

We can support your family office or foundation with specialized research services.
Capital Markets Research
These services include access to our in-depth strategic and tactical views and analysis across asset classes.
Manager Research
We provide comprehensive investment and operating due diligence for investment managers.
Customized Mandates
We embrace unique mandates that can help family offices to invest opportunistically.

Celebrating 30 Years of Family, Integrity and Clarity
1988
Greycourt is established
2001
Portland office is established
2005
Houston office is established
2010
Minneapolis office is established
2018
New York office is established
what we've learned along the way
Conflicts of interest destroy wealth.

An open architecture model that utilizes a team of specialists that are experts in their field (investment advisor, tax advisor, trust and estates attorney, custodial bank, etc.) can help a family avoid destructive conflicts.

Family wealth is different. It spans generations, not market cycles.

This means family investment planning must be built to withstand sweeping changes of history: war, revolution, recessions, depressions, financial crises, legal liabilities, and more. In this context, guarding against risk is priority one.

Character is a big deal.

We believe in serving families of character with advisors of character because we believe that preserving moral, emotional and intellectual capital is as important as preserving financial capital.

Family wealth is as important to the society it moves through.

Because private capital is the most flexible and creative of all forms of capital, spawning other types of investment and acting as a dynamic force within the economy, we believe we have an obligation to the greater society to steward this wealth responsibly.

Contact us

Contact us

If You're Interested in Our Investment Advisory Services, Please Contact Us At:
(412) 361.0100
To Contact Us By Email:
info@greycourt.com
If You're an Investment Manager Interested in Contacting Manager Research, Please Contact Us At:
2100 Wharton Street
Suite 600
Pittsburgh, PA 15203

Contact us

If You're Interested in Our Investment Advisory Services, Please Contact Us At:
(503) 226.0470
To Contact Us By Email:
info@greycourt.com
If You're an Investment Manager Interested in Contacting Manager Research, Please Contact Us At:
707 SW Washington Street
Suite 900
Portland, OR 97205

Contact us

If You're Interested in Our Investment Advisory Services, Please Contact Us At:
(713) 237.0099
To Contact Us By Email:
info@greycourt.com
818 Travis Street
Suite 914
Houston, TX 77002

Contact us

If You're Interested in Our Investment Advisory Services, Please Contact Us At:
(612) 337.9000
To Contact Us By Email:
info@greycourt.com
222 S. 9th Street
Suite 1600
Minneapolis, MN 55402

Contact us

If You're Interested in Our Investment Advisory Services, Please Contact Us At:
(917) 688.2530
To Contact Us By Email:
info@greycourt.com
Citigroup Center
601 Lexington Avenue
20th Floor
New York, NY 10022