The Pelican Bay Group - Morgan Stanley Team - Pittsford, NY
Morgan Stanley
The Pelican Bay Group
at Morgan Stanley
1250 Pittsford Victor Rd.
Building 200, Suite 350
Pittsford, NY 14534
tel: (585) 383-9270
toll-free: (800) 736-4608
fax: (585) 383-9288

The Pelican Bay Group assists high net worth individuals and Institutional clients in meeting their financial objectives by offering customized portfolio management strategies. The Pelican Bay Group, a team of Morgan Stanley* Financial Advisors, has four experienced portfolio managers covering an array of disciplines and offers a variety of strategies designed to optimize risk to help meet the investment objectives. These investment styles are offered as fully discretionary strategies with a comprehensive fee based on the asset value being managed*.

To gain a deeper understanding of the investment styles offered by The Pelican Bay Group please access the links below for a short description. The Pelican Bay Group at Morgan Stanley* claims compliance with the Global Investment Performance Standards (GIPS) since 1996. For those investment styles with GIPS Performance Examinations we also display the auditor's verification letter and the composite performance report with detailed results and portfolio characteristics. The Pelican Bay Group at Morgan Stanley is a representative of the Portfolio Management Group Morgan Stanley, LLC, a registered investment advisor.  The firm maintains a complete list and description of composites, which is available upon request.  GIPS Compliant presentations and/or a complete list of all composites with descriptions managed by the Firm are available upon request.

We look forward to being able to service your investment planning needs.

* Portfolio Management is an advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a wide range of securities.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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