greystonewealth.com

Greystone Wealth Advisors LLC |

Advantages of a Trust. Your Journey, Our Guidance. Greystone brings clarity, purpose, and direction to your financial life. We are a SEC registered firm that offers customized investment management and comprehensive financial planning provided in the best interest of each client. Greystone at a Glance. Investment professionals with decades of financial experience. Low cost, institutional quality asset management. Proprietary economic and market research which supports our investment management strategy.

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Greystone Wealth Advisors LLC | | greystonewealth.com Reviews

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Advantages of a Trust. Your Journey, Our Guidance. Greystone brings clarity, purpose, and direction to your financial life. We are a SEC registered firm that offers customized investment management and comprehensive financial planning provided in the best interest of each client. Greystone at a Glance. Investment professionals with decades of financial experience. Low cost, institutional quality asset management. Proprietary economic and market research which supports our investment management strategy.

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Greystone Wealth Advisors LLC | | greystonewealth.com Reviews

https://greystonewealth.com

Advantages of a Trust. Your Journey, Our Guidance. Greystone brings clarity, purpose, and direction to your financial life. We are a SEC registered firm that offers customized investment management and comprehensive financial planning provided in the best interest of each client. Greystone at a Glance. Investment professionals with decades of financial experience. Low cost, institutional quality asset management. Proprietary economic and market research which supports our investment management strategy.

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greystonewealth.com

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Investment Outlook | Greystone Wealth Advisors

http://greystonewealth.com/investment-outlook

Advantages of a Trust. The Greystone investment team offers a unique perspective together with an insightful economic and market outlook. Q2 – 2016-06-30 Investment Outlook. Q1 – 2016-03-31 Investment Outlook. Q4 – 2015-12-31 Investment Outlook. Q3 – 2015-09-30 Investment Outlook. Q2 – 2015-06-30 Investment Outlook. Q1 – 2015-03-31 Investment Outlook. Q4 – 2014-12-31 Investment Outlook. Q3 – 2014-09-30 Investment Outlook. Q2 2014-06-30 Investment Outlook. Q1 2014-03-31 Investment Outlook. June 27, 2016.

2

Our Clients | Greystone Wealth Advisors

http://greystonewealth.com/our-client

Advantages of a Trust. We truly understand that research and innovation are vitally important. It is the only way to remain relevant and continue to add value for our clients. At Greystone, we realize that all clients have different financial objectives and therefore deserve a unique approach designed specifically for them. We provide clients with unbiased guidance and realize the importance of developing a strong and trusting relationship. Recent News Slate Articles. June 27, 2016. January 20, 2016.

3

News Slate | Greystone Wealth Advisors

http://greystonewealth.com/news-slate

Advantages of a Trust. Jun 27, 2016 Market Updates. The Economy and Interest Rates. The global economy is now in uncharted waters …. World Markets Continue Selloff. Jan 20, 2016 Market Updates. The Economy and Interest Rates. Stock Market Corrections and Keeping Perspective. Aug 23, 2015 Index vs Active Portfolio Management. The Importance of Reviewing Beneficiary Designations. Feb 5, 2015 Estate Planning. Europe Flirts With Deflation. Nov 3, 2014 Market Updates. The Economy and Interest Rates.

4

Why Greystone | Greystone Wealth Advisors

http://greystonewealth.com/why-greystone

Advantages of a Trust. We are a Fee-Only, SEC Registered independent investment adviser. We provide experienced and objective guidance in an effort to help you attain your financial goals. Our ability to provide low cost, institutional quality, asset management to client portfolios is an important component in building wealth over the long term. Over the years, we have worked with many highly respected financial professionals in the furtherance of our clients’ objectives. We are also pleased to...Thus, u...

5

Reporting | Greystone Wealth Advisors

http://greystonewealth.com/reporting

Advantages of a Trust. Greystone supplements monthly custodial reporting with an easy to understand, quarterly aggregated investment summary report. In many cases, statements from custodians are difficult to read and do not typically provide a rolled up , aggregate look at a client’s entire portfolio across multiple accounts. Recent News Slate Articles. June 27, 2016. World Markets Continue Selloff. January 20, 2016. Stock Market Corrections and Keeping Perspective. August 23, 2015. News Slate Sign Up.

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Advantages of a Trust. Your Journey, Our Guidance. Greystone brings clarity, purpose, and direction to your financial life. We are a SEC registered firm that offers customized investment management and comprehensive financial planning provided in the best interest of each client. Greystone at a Glance. Investment professionals with decades of financial experience. Low cost, institutional quality asset management. Proprietary economic and market research which supports our investment management strategy.

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