A complete list of active advisors currently associated with Masterson Investment Counsel
Warmer can help you find a great advisor at Masterson Investment Counsel or one who fits your needs even better.
Masterson Investment Counsel provides discretionary portfolio management and retirement-plan advisory services to both individual and institutional clients, preparing customized Investment Policy Statements and overseeing portfolios on a continuous basis. The firm also offers ERISA 3(21) plan services and can incorporate ESG, faith-based, or values-based guidelines into clients' IPSs. The firm employs a value-oriented, fundamental research process that estimates intrinsic value (including discounted cash flow and other valuation metrics) to select securities and generally maintains multi-year investment horizons with limited turnover. Portfolio construction emphasizes diversification, target asset-allocation ranges, and ongoing monitoring to align holdings with each client's written objectives and risk tolerances. Distinctive for a solo independent adviser, the firm manages roughly $5 million for fewer than 20 clients while serving an unusually broad set of institutional clients — including pension and profit-sharing plans, charitable organizations, corporate clients, banks, insurance entities, governmental clients, other investment advisers, and even sovereign wealth-type mandates. The brochure notes the firm’s principal draws on extensive prior institutional and trust-management experience and professional trust/investment credentials to support these more complex fiduciary and institutional relationships.
To learn more about the advisors currently working at Masterson Investment Counsel, 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 |
|---|---|---|
Maineville, OH
| 12
|
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