MSA Capital Management, PLLC

The firm provides discretionary investment management to individuals, small businesses, charitable organizations and other business entities, constructing portfolios from equities, fixed income, exchange-traded funds and cash to address clients’ risk tolerance, income needs, liquidity, tax considerations and time horizons. Management fees are charged on an assets‑under‑management basis and accounts are billed periodically in advance.

Investment decisions follow a Macro Approach that seeks primary trends in the U.S. equity and fixed‑income markets, combining technical, fundamental and economic analysis to select predominantly large, liquid market names, ETFs and corporate or government bonds. Accounts are monitored regularly, with custodial statements reviewed, and clients receive quarterly written reports accompanied by a personal review of performance and outlook.

The firm’s principal brings roughly 45 years of experience in sales, trading, proprietary trading and fixed‑income management, and also serves as a FINRA arbitrator, which the brochure cites as part of its professional background. The adviser does not accept performance‑based fees, does not take custody of client assets, generally leaves proxy voting to clients, and offers institutional bond work with negotiable terms for larger bond accounts.