Massey Financial

Overview

Massey Financial is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers selection of other advisers when clients need access to specialist managers. Its business model is fee-based, using both a percentage of AUM and fixed fees, and the firm acts as a capital allocator when deploying client capital into outside managers and funds. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm is not an active ESG investor and operates in a single state. It maintains an affiliation with an insurance company, which aligns with its use of annuities as part of the product mix.

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Public Holdings

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Location & Offices