ASAE Adds Graystone Consulting to Investment Solutions for Associations

March 17, 2021

WASHINGTON— The ASAE Investment Center announced today the addition of Graystone Consulting, a business of Morgan Stanley, to its suite of advisers in an effort to increase access for its member associations to professional investment management providers. The number of associations seeking respected and trust-worthy advisers is on the rise and now with three vetted advisers in the ASAE Investment Center, the program addresses the needs of the entire range of membership from the smallest to the largest asset portfolios.

“Fiduciary responsibilities surrounding endowments and foundations are a major concern for associations, and access to investment solutions that best meet the needs of our member organizations is paramount. ASAE connects its members with investment advisers that have met the important investment and industry criteria needed for this highly sought-after solution,” said Betsy Piper/Bach, President, ASAE Business Services, Inc.


With the unique combination of being an institutional consulting boutique while having the global resources of one of the world’s preeminent financial institutions, Graystone Consulting will be a welcome addition to the Investment Center. James K. Meek, Managing Director with The J.K. Meek Group at Graystone Consulting added, “Our team has worked with the association community for decades and are delighted to once again partner with ASAE.”


“The ASAE Investment Center is another way that ASAE is delivering on its commitment to support associations and their unique business needs,” Piper/Bach added.


To learn more about the ASAE Investment Center, visit


ASAE Investments LLC may receive compensation from Graystone Consulting for introducing associations to them for purposes of investing in ASAE Investment Management Solution. The fee will not increase or decrease the cost of the program. ASAE Investments is an investment adviser registered with the District of Columbia Department of Insurance, Securities and Banking.  Past performance is no guarantee of future returns. ’s


MEDIA CONTACT: Chris Vest, CAE, 202-626-2798,


About Graystone Consulting

Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, endowments and foundations, health care organizations, insurance entities, state and local governments, Taft-Hartley funds and family offices. Tailored investment advice is delivered by Institutional Consulting Directors, experienced investment professionals who are backed by a dedicated consulting team and the broad resources of Morgan Stanley. For further information, please visit


About ASAE

ASAE is a membership organization of more than 48,000 association executives and industry partners representing 7,400 organizations. Since it was established 100 years ago, its members have and continue to lead, manage, and work in or partner with organizations in more than a dozen association management disciplines, from executive management to finance to technology. With the support of the ASAE Research Foundation, a separate nonprofit entity, ASAE is the premier source of learning, knowledge, and future-oriented research for the association and nonprofit profession and provides resources, education, ideas, and advocacy to enhance the power and performance of the association and nonprofit community. Visit ASAE at

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