Our Mission

To provide a high level of service for the high net worth individual or institutional client by tailoring portfolios to meet unique needs, goals, and objectives. We accomplish this by working with the client, a Morgan Stanley* Financial Advisor, and The Cresfort Investment Group.

The Cresfort Investment Group is an asset management group founded in 1995 by Mark Felder. Our services are available exclusively to Morgan Stanley* Financial Advisors and their clients. We specialize in customized portfolio managementaiming to deliver the highest level of service and investment excellence by working closely with the Financial Advisor and their client. This strategic relationship has been the cornerstone of our success for 17 years. The key is ongoing communication between all parties. While your Financial Advisor helps you define and plan for your long term goals, The Cresfort Investment Group is here to apply our experience and resources in tailoring your individual portfolio to meet those goals.

Cresforts 10-member team includes seven Portfolio Managers and a support staff of three. Our six equity managers have all obtained the Chartered Financial Analyst (CFA) designation, and have complimentary backgrounds as research analysts in varying sectors; our fixed income manager is a former bond trader. Importantly, Cresforts seven Portfolio Managers operate as a team to capitalize on each members investment knowledge. This team approach gives us the wide ranging capabilities needed to tailor each individual portfolio to the dictates of the client and their Financial Advisor. We customize and manage each portfolio to the clients specific goals, objectives, risk tolerance and restrictions. No accounts are pooled and no account is a duplicate of another to reflect an inflexible model portfolio.

Tax efficiency is a key component of our individual account management. Cresforts focus it to build long term appreciation in the individual portfolio while keeping each individual years realized gains as neutral as possible.

Our services are available to the public only through a Morgan Stanley* Financial Advisor. We have no proprietary accounts as that would conflict with our mission. We are located in Baltimore, MD and Charlotte, NC, and currently work with over 200 Morgan Stanley* Financial Advisors from more than 75 branches throughout the country. If you need help finding an appropriate Financial Advisor, you are welcome to contact us for a referral. There is currently a $250,000 account minimum.

For more detailed information about our group please view our Capabilities Overview brochure.

Bulletin Board

See March On the Markets from the Global Investment Committee featuring

The Power of Three Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.

Is Winning Losing and Losing Winning? Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.s chief US equity strategist, explains how winning by losing applies to investors.

Tax-Free Yields Near Taxable Treasuries Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

Plus, more on global equities, fixed income securities, currencies and commodities.

No responsibility is more important to us than making certain that our clients assets are safe, secure and available when needed. Learn more about The Strength of Morgan Stanley

We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

People are looking for retirement to be more fulfilling and engaging. A solid strategic plan along with investments that are right for you is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in todays new retirement.