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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2020
- Office Locations
- 1
Office Locations
About Masterson Investment Counsel
Masterson Investment Counsel is an independent RIA providing investment management and financial/wealth planning, with portfolio construction built around clearly defined objectives (risk, time horizon, tax and liquidity needs) that are revisited as circumstances change. The firm uses ETFs, mutual funds and equity allocations with an emphasis on asset allocation and risk management, including ESG/socially responsible mandates. Custodied at Charles Schwab. The “Stone of Accord” symbol underscores a communication-first partnership.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL LOUIS MASTERSON
Chief Compliance Officer, FOUNDER, Manager
- CRD
- #4403253
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,966,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,966,814 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,966,814
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,099,065,534 | 48.1% |
| Public Funds | $2,596,514,366 | 40.3% |
| Cash | $747,383,788 | 11.6% |
| Total | $6,442,963,688 | 100.0% |