Who We Are
MAS Advisors, LLC is an SEC Registered Investment Advisor providing full service financial planning and wealth management, with expertise in seeking asset classes with low correlation to the market and tax-efficient strategies, including insurance company separate accounts, 401k and Cash Balance Plans, and IRAs.
Comprehensive Financial Planning
We provide independent, fiduciary driven advice to affluent families, individuals, trusts, and business owners to help them organize their financial lives, prioritize life goals and develop comprehensive financial strategies.
We help clients plan for a broad range of life goals and pursue life in retirement with confidence. We take great pride in the trust our clients place in us to preserve their wealth, help carry out their legacies, and serve the financial needs of their children and grandchildren.
Diverse Array of Assets Classes
We utilize a wide array of asset classes to fulfill the specific needs of our clients. Including individual equities of small, medium and large cap companies, government and corporate fixed income securities, high yield fixed income, structured credit, private credit, REITs, commercial real estate, and quant driven market-neutral multi-strategy funds.
We Provide Customized Solutions
We develop customized solutions driven by the needs of clients. These may include separately managed accounts, exchange traded funds, actively managed mutual funds, private equity funds, hedge funds, insurance dedicated managed accounts or insurance dedicated funds.
Private Placement Insurance Solutions
For accredited investors owning Private Placement Variable Life and Annuity Contracts, we manage proprietary insurance compliant investment strategies within the separate accounts of private placement variable life insurance and variable annuity companies.
Your Well-Being is Our First Concern
Our goal is to work with clients who are motivated to seek out and implement advice and guidance best suited to their needs from advisors who adhere to a high standard of fiduciary care. We are fee only advisors and not brokers, so we never charge commissions.