Greycourt & Co., INC.

Greycourt & Co. serves ultra-high-net-worth families, family offices, foundations, trusts, and select charitable and corporate clients with integrated investment advisory, manager research, portfolio implementation, monitoring, and customized consulting services. Its offerings are delivered through three engagement models — Investment Advisory Services, Collaborative Solutions, and Organizational Solutions — tailored to family-office needs and complex portfolios.

The firm generally provides advice on a non-discretionary basis, facilitating and implementing client-approved recommendations while occasionally acting with discretion where authorized, and constructs customized strategic portfolio designs rather than firm-wide model portfolios. Greycourt emphasizes manager due diligence and open-architecture implementation, using a proprietary optimization model, forward-looking return and correlation assumptions, and Monte Carlo simulations to evaluate target allocations and expected outcomes.

Notable differences from many multi-team peers include that the vast majority of the firm’s SEC-registered assets are advised non-discretionarily, and it operates a Collaborative Solutions, peer-to-peer service for family offices that focuses on non-discretionary capital markets research and manager due diligence. The firm also distinguishes itself by publishing performance reporting and modeling based on hypothetical or forward-looking assumptions and by advising on a larger pool of assets under advisement (AUA) in addition to its regulatory assets under management.