Investment Advisory Services
We offer enhanced services to our institutional customers and high-net-worth individuals through Graystone Consulting, a business of Morgan Stanley Smith Barney. Graystone Consulting has a simple mission: to set the industry standard in investment consulting services for sophisticated investors. Graystone Consulting provides a complete range of investment consulting services to clients, including foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices, and affluent individuals.
Graystone Consulting Offers
- Organizational Assessment
- Investment Policy Statement
- Asset Allocation Study
- Investment Manager Strategy
- Reporting and Communication
- Ongoing Review and Monitoring
- A culture of investment excellence to help set the industry standard in investment advice
- Empowerment of its clients to make informed decisions. Objectivity, transparency and an open-architecture approach to investments
- Board and committee advice
- Published research reports and customized performance reports to assist in the documentation of fiduciary decisions
- The Consulting Group Investment Advisor Research (CG IAR) team reviews 1,000 investment strategies quarterly
- CG IAR is staffed with one of the industry’s largest teams of research analysts and investment professionals
- Team-based due diligence on traditional and alternative firms
- Local, customized service backed by the capabilities of Morgan Stanley Smith Barney
- Associated with one of the industry’s leaders in wealth management and advisory services
- Depth and customization, Tailored Investment Policy Statements
- Customized Asset Allocation Advice
- Disciplined Research Process
- Performance Reporting
- Institutional Custody Reporting
For more information about our investment advisory services services, please email us at ContactMe@EagleBankCorp.com or call one of the bank representatives listed below:
Executive Vice President
Other Banking Services
EagleBank, through EagleBank Investment Advisory Services, may refer EagleBank customers and others who request investment advisory services to certain advisory representatives of Morgan Stanley Smith Barney (“Morgan Stanley”). EagleBank is not an affiliate of Morgan Stanley.
Morgan Stanley will pay EagleBank a referral fee in connection with advisory accounts opened at Morgan Stanley after a referral from EagleBank. Morgan Stanley pays this referral fee out of the investment advisory fee the customer pays to Morgan Stanley. The amount of the fee will generally be equal to 20% of the portion of the investment advisory fee that Morgan Stanley credits to the advisory representative on the account. EagleBank will not receive any compensation in connection with the sale of securities.
EagleBank and its officers and employees will not provide any investment advice on behalf of Morgan Stanley. EagleBank and its officers and employees will not accept any applications for investment advisory services and will not provide any recommendations with respect to securities or other investment products.
Through its referral of investment advisory services to Morgan Stanley, EagleBank is not offering or accepting any deposit or other obligation of or guaranteed by EagleBank or any of its affiliates or insured by the FDIC or other agency.
Morgan Stanley advisory accounts are not insured by the FDIC, and are not deposits or other obligations of, or guaranteed by, EagleBank. Any investment product, including those purchased through Morgan Stanley advisory accounts, involves investment risk that might result in loss of value.
EagleBank will not condition an extension of credit on a consumer’s purchase of investment advisory services or other services or products from Morgan Stanley.
EagleBank will not condition an extension of credit on a consumer’s agreement not to obtain, or a prohibition on the consumer from obtaining, investment advisory services or other services or products from another investment advisory representative or investment advisor or from EagleBank.
Individual funds will have specific risks related to their investment programs that will vary from fund to fund.
EagleBank, Morgan Stanley and their respective affiliates and employees are not in the business of providing tax or legal advice. These materials and any tax- related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.