Advisory Services

A linchpin of Greyline’s overall practice is providing high-quality advisory services tailored to the financial institution’s strategy and operations.

Working with more than 100 financial institutions worldwide, we advise both on regulatory interpretations, best practices and offer business-friendly practical solutions. A few things that make our advisory services unique include:

  • Unlimited time with any member of our staff.
  • A commitment to continuing education, cross-training and sharing knowledge.
  • A presence at industry events throughout the year. As thought leaders, our senior management team frequently speaks on panels and at conferences, and provides insight to regulators.

Contact us to learn more about how our advisory services differ from the status quo.

  • About Greyline

    Greyline provides outsourced compliance services for private fund managers, commodity pool operators and commodity trading advisors, traditional investment advisors and other financial firms.

  • Contact Us

    44 Montgomery Street, Suite 1900A, San Francisco, CA 94104

    San Francisco | New York | Chicago | Dallas-Fort Worth | London | Los Angeles