A complete list of active advisors currently associated with S.A. Mason, LLC

Warmer can help you find a great advisor at S.A. Mason, LLC or one who fits your needs even better.

S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm prepares client-specific Investment Policy Statements and delivers ongoing supervisory services such as asset allocation, security selection, and regular portfolio monitoring. The firm combines fundamental analysis of company financials and business prospects with technical analysis to inform timing, and typically implements long-term asset allocation while permitting short-term trading when appropriate. Its implementation toolkit includes options (including covered options), short sales and margin transactions, and the brochure discloses that derivatives and borrowing may be used in separately managed accounts under documented controls and client authorization. SAM manages roughly $528.7 million for about 254 clients with a four-advisor team, yielding a relatively large asset base per advisor compared with many team-sized peers. The firm’s readiness to use derivatives and leverage in managed accounts and to accept performance-based fee arrangements for qualified clients, together with its practice of not accepting proxy-voting authority, distinguish its operating choices from those of many peers.

To learn more about the advisors currently working at S.A. Mason, LLC, 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.