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 PPLI accounts, 401k and Cash Balance Plans, and IRAs.
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.
Dynamic Alternative Asset Program
We utilize a wide array of asset classes to fulfill the specific needs of our clients. Unlike other advisors we not only utilize individual equities, and government and corporate bonds but we curate a dynamic alternative asset program to bring exposure to other asset classes and strategies ranging from structured 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 credit funds, equity funds, market neutral hedge funds, and insurance dedicated managed accounts.
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, implement asset protection strategies, and secure wealth for the financial needs of their children and grandchildren.
PPLI Insurance SMA Design and Administration
For other wealth advisors, we advise on the investment management and structuring of assets within a private placement variable life insurance and variable annuity contract, utilizing proprietary insurance compliant investment strategies within the separate accounts of insurers.
Form ADV Part 2(A)