Investment Management

Our investment process is disciplined, quantitative and consultative.  We develop, implement and manage client investment strategies that are well-diversified, tax-efficient and cost-effective.

Your personal investment plan will be designed to achieve your goals and objectives, and tailored to your risk tolerance and capacity, time horizon, and other unique constraints.

Our investment management service includes:

Asset Allocation – Designing the optimal mix of asset classes for your portfolio.

Investment Selection – Selecting the securities with which to implement your asset allocation. As a Maas Capital client, you’ll have access to the highly-regarded mutual funds managed by Dimensional Fund Advisors (“DFA”).

Monitoring and Reporting – Providing you with regular performance reports for your portfolio, to supplement the monthly account statements from the custodial firm holding your accounts (generally Fidelity Investments).

Rebalancing – As your portfolio’s actual allocation will over time naturally drift from its target mix, making any needed changes to your portfolio’s holdings, in order to keep your investment strategy on track.

Tax Management – For your taxable accounts, employing a variety of strategies to minimize taxable income and realized gains.

An Investment Policy Statement formalizes how your investment assets are managed by us.