Manhasset, NY Northern Boulevard Office

MSM Financial Strategies is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and consulting to individuals (including high-net-worth clients) and charitable organizations. The firm is partner-owned, manages about $34.4 million in client assets, and serves roughly 33 client relationships.

The firm typically emphasizes mutual funds in client portfolios but also recommends a broad range of securities when appropriate, using fundamental and cyclical analysis and a mix of long- and short-term strategies tailored to each client’s objectives and risk tolerance. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with clients receiving custodial statements and quarterly analytical reports derived from Morningstar.

Distinctive features include a compact, partner-led structure in which three partners jointly supervise and review accounts, a long operating history dating to 1997, and the presence of a CFP-designated professional on the team. MSM participates in the Schwab Institutional program (Schwab is required for discretionary accounts), arranges fee debits through clients’ custodians, and generally does not vote proxies for client securities, instead advising clients to vote with management.