ASAE - Graystone Consulting - The J.K. Meek Group

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About

Financial / Investment Services / Retirement Services, Financial Management

Consultants

Investment, Financial / Insurance / Risk Management Systems

1 More

Headquarters

650 S Exeter St, Suite 1100, Baltimore, MD 21202-4576, USA

Graystone Consulting - The J.K. Meek Group

Empowering Associations with Tailored Investment Strategies for Holistic Financial Success.

With a dedicated focus on serving the Association industry, the team stands out by providing specialized investment consulting solutions that range from project-specific assistance to comprehensive portfolio management. Leveraging intellectual capital, as well as advanced analytical tools, the firm crafts personalized investment strategies tailored to meet the distinct needs of its clients. By emphasizing a high level of service and discretion, the organization works to enable associations—from public and private sectors to government and public entities—to achieve financial objectives through holistic investment approaches.

The team is committed to aligning investment strategies with the mission and goals of organizations, ensuring a careful blend of strong governance and strategic support. Its expertise spans across defined contribution and benefit plan consulting, private wealth management, and the management of outsourced chief investment offices. By employing an engaged approach, the firm is adept at understanding the broader impacts of investment decisions on an organization’s financial health and future prospects, thereby facilitating efforts to invest in what clients truly value most.