Lyon Polk is the founder of The Polk Wealth Management Group at Morgan Stanley, a 31 person team. His areas of concentration include investment management, portfolio construction, and alternative investments.
Moreover, what is Morgan Stanley Graystone?
A Different Kind of Institutional. Consulting Experience
Graystone Consulting is focused solely on your results; providing a sophisticated framework and disciplined approach to help guide investment decisions while supporting your goals and risk parameters.
Keeping this in view, is Graystone Consulting part of Morgan Stanley?
When you hire Graystone Consulting, a business of Morgan Stanley, you achieve the best of both worlds: A highly engaged investment boutique experience, backed by the full scale, extensive resources and oversight of a global financial powerhouse.
Is Vanguard or Morgan Stanley better?
Morgan Stanley has two divisions, asset management and brokerage, that are in the same business as Vanguard. … Vanguard specializes in low-cost index funds and low-cost brokerage services. Morgan Stanley offers those as well, but is better known for its more sophisticated and costlier offerings.
What is the best wealth management firm?
Top Wealth Management Firms
| Rank | Company | Wealth Management AUM US$b |
|---|---|---|
| 1 | UBS Global Wealth Management | 2,590 |
| 2 | Credit Suisse | 1,250 |
| 3 | Morgan Stanley Wealth Management | 1,236 |
| 4 | Bank of America GWIM | 1,220 |
How much money do you need for wealth management?
Fidelity also offers a simpler “wealth management” service, where you work with an individual advisor and requires a $250,000 account minimum. Vanguard, another online brokerage, offers a range of financial advice services; the one it describes as “wealth management” requires a $5 million minimum.