A complete list of active advisors currently associated with The Mass Group

Warmer can help you find a great advisor at The Mass Group or one who fits your needs even better.

The Mass Group provides investment advisory and retirement-related services to individuals and families, including both non-high-net-worth and high-net-worth clients. Its service offerings include non-discretionary investment management, written financial planning, and pension consulting for both U.S. and non-U.S. clients. The firm operates primarily on a non-discretionary basis, delivering investment recommendations that require client approval before execution and emphasizing strategic asset allocation across equities, mutual funds, ETFs and, where appropriate, cash holdings. Its research and portfolio construction draw on a mix of fundamental, technical, and quantitative methods, including a proprietary optimization model, and it performs periodic account reviews tied to client risk profiles and objectives. Noteworthy aspects disclosed in the Form ADV include that all reported regulatory assets are managed on a non-discretionary basis and that the firm maintains its principal office outside the United States. The Mass Group also offers financial planning under a fixed-fee arrangement while using asset-based advisory billing for portfolio management, facilitates access to international pension and investment platforms (including specific UK providers), and discloses receipt of remuneration from certain non-U.S. platform providers.

To learn more about the advisors currently working at The Mass Group, 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.