Martha's Vineyard Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$272,674,237
Clients
336
Advisors
6
of 6 employees
About
Martha's Vineyard Investment Advisors, LLC provides financial planning, investment management, and wealth management to individuals (including high‑net‑worth clients), trusts, estates, foundations, corporations and certain banking or trust entities. The firm manages portfolios on a discretionary basis and also offers consulting services that include business planning, trust and estate planning, tax and distribution planning, and manager due diligence.
MVIA's investment process is grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and risk‑factor exposure to build custom portfolios across equities, fixed income, mutual funds, ETFs, alternatives and third‑party managers. The firm combines proprietary strategies with Independent Managers, conducts ongoing manager due diligence, and regularly reviews and rebalances accounts to align with clients' objectives and risk tolerance.
MVIA is a wholly owned subsidiary of Martha's Vineyard Savings Bank, and the firm both recommends and at times uses the affiliated bank for custody and banking services and provides sub‑advisory management for the bank's trust assets — features that distinguish it from most peer team firms. That affiliation creates disclosed conflicts of interest (for example, employees with dual roles, certain assets held with the bank, and instances where the firm is deemed to have custody), and subjects those relationships to additional oversight and disclosure requirements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning starting at $2,500
0.50% to 1.50% annually depending on portfolio size and services
Some affiliated persons provide brokerage services under separate commission arrangements
Up to $250 per hour for financial planning and consulting services
Minimum fee: Minimum quarterly fee (amount not specified), may be waived at discretion Fee-only: Financial planning fixed fees start at $2,500; hourly fees up to $250/hour
Main office
496 State Rd
West Tisbury MA 02575
Advisors at this office
6
Most active in
Maryland · Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Raymond L
Series 63, Series 66
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
Raymond Laporte is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, LLC for 20 years prior to joining his current firm in 2019. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional clients. The firm builds customized portfolios using a combination of traditional and alternative investments guided by Modern Portfolio Theory, and it operates as a wholly owned subsidiary of Martha’s Vineyard Savings Bank.
Robert M
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
Robert Mascali is a financial advisor at Martha's Vineyard Investment Advisors, LLC with four years of industry experience. He has worked at Martha's Vineyard Investment Advisors since 2022 and previously held roles at BourgetLaw and The Centers. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and certain banking or trust entities. The firm employs an investment approach grounded in Modern Portfolio Theory, combining proprietary strategies with independent managers, and offers consulting services including business, trust and estate, tax, and distribution planning.
Leslie S
Series 66
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
Leslie Stovall is a financial advisor at Martha's Vineyard Investment Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC. Outside of her advisory role, she is a licensed notary in the state of Massachusetts. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and banking or trust entities. The firm employs an investment approach based on Modern Portfolio Theory, combining proprietary strategies with independent managers and offering ongoing manager due diligence and portfolio rebalancing.
Colleen M
Series 66
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
Colleen Mc Gettrick is a financial advisor at Martha's Vineyard Investment Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Martha's Vineyard Bank, Bank of America, and Merrill Lynch. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, endowments, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach, combining various asset classes and both proprietary and independent strategies to create customized portfolios tailored to clients' risk tolerance and financial goals.
Thomas J
CFP®, Series 65
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
Thomas Juster is a CFP® professional with 11 years of industry experience, currently serving at Martha's Vineyard Investment Advisors, LLC since 2019. He is also the owner of a retail business through Slate LLC, an unrelated non-investment activity. Martha's Vineyard Investment Advisors, LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and certain banking or trust entities. The firm employs a Modern Portfolio Theory-based investment approach and offers both discretionary portfolio management and consulting services, supported by an affiliation with Martha's Vineyard Savings Bank.
James A
Series 66
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC
James Anthony is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Ironworks Investments, Inc. He has been involved with Martha's Vineyard SVGs since 2017. Martha's Vineyard Investment Advisors, LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and certain banking or trust entities. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes asset allocation, diversification, and risk-factor exposure, combining proprietary strategies with independent managers and ongoing due diligence.
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