A complete list of active advisors currently associated with Massey, Joshua
Warmer can help you find a great advisor at Massey, Joshua or one who fits your needs even better.
The firm provides discretionary investment management to individuals, high-net-worth clients, trusts and estates, overseeing roughly $94 million in client assets across its client base. Services include personalized portfolio construction and ongoing supervision, along with administrative support such as assistance with required minimum distributions and brokerage paperwork. The firm emphasizes individualized, actively managed portfolios and uses both fundamental and charting analysis to inform decisions. Its investment strategy notably concentrates on closed-end funds — including purchases, sales, short sales, and participation in tender and rights offerings — and it manages accounts according to client objectives, risk tolerances and any client-imposed restrictions. Distinctive features include the firm’s willingness to employ borrowing (margin) within separately managed accounts and to engage in short-sale strategies, practices that are less common among peers. The firm also offers an alternative flat-fee arrangement for clients with substantial legacy assets and maintains a policy that clients use its recommended custodian platform, which can affect trade execution and custody arrangements.
To learn more about the advisors currently working at Massey, Joshua, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ipswich, MA
| 21
|
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