Greycourt & Co., Inc.

Greycourt & Co., Inc. is an investment advisory firm founded in 1988 by Gregory D. Curtis, offering services such as asset allocation, portfolio design, and customized consulting to ultra-high net worth families and family offices. The firm operates on a non-discretionary basis, providing tailored investment advice based on clients' goals, risk tolerances, and unique circumstances. Greycourt has over 40 employees, half of whom are experienced investment professionals. As of December 31, 2014, the firm had Regulatory Assets Under Management (RAUM) of $5.5 billion, with additional assets under advisement totaling over $23.3 billion. Greycourt's fee structure is negotiable, with minimum annual fees starting at $400,000 and maximum blended asset-based fees at 0.50% per year. The firm may also charge project-based fees for specific services. Greycourt does not charge performance-based fees and serves a range of clients, including individuals, trusts, estates, charitable organizations, family offices, and corporations. The firm does not have a minimum account size but maintains minimum annual fees. Greycourt emphasizes a fiduciary duty to act in clients' best interests and does not receive compensation from third parties for investment recommendations. Clients' assets are held by third-party custodians, and the firm does not vote proxies for clients. Greycourt does not have any disciplinary events to disclose and has not been subject to a bankruptcy petition in the past ten years.