Graystone Consulting - The Swanson Group - Morgan Stanley
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Industrial
- Transportation
- Entertainment
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2000
Graystone Consulting - The Swanson Group - Morgan Stanley is a comprehensive private wealth advisory firm located in West Des Moines, Iowa. They provide a wide range of family office services, including personal investment management, cash management, wealth transfer, insurance, tax management strategies, philanthropy, and family communication. Their approach is tailored to meet the unique financial needs of each client, ensuring personalized and effective solutions.
The firm employs a holistic strategy that integrates various financial disciplines to create cohesive and customized plans. They focus on sectors such as technology, healthcare, financial services, consumer goods, energy, industrials, materials, telecommunications, media, entertainment, retail, real estate, transportation, utilities, and education. This diverse industry focus allows them to offer comprehensive investment opportunities across multiple sectors.
With a commitment to excellence, Graystone Consulting - The Swanson Group - Morgan Stanley has established a strong track record in managing substantial investments, with a typical investment size ranging from $1 million to $50 million. Their expertise and personalized approach have made them a trusted partner for clients seeking to navigate complex financial landscapes and achieve their long-term financial objectives.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Tech Innovations Inc.
- HealthCare Solutions LLC
- Green Energy Corp.
- Retail Ventures Ltd.
- MediaWorks Studios
- EduTech Systems
- Urban Development Partners
- Telecom Networks Co.
- Consumer Goods Enterprises
- Financial Services Group
- Industrial Manufacturing Co.
- Transportation Logistics Inc.
- Utilities Management Corp.
- Entertainment Holdings
- Real Estate Investments LLC
Mentioned In
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$49.95
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$99.00
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$14.95
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$39.95
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$24.95
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$19.95
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$19.95
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$24.95
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$299.00
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