MASSEY, JOSHUA

Overview

Massey, Joshua operates as a sole-proprietor advisory practice focused on portfolio management for individuals and small businesses. Joshua Massey positions the practice around discretionary portfolio management, charging a mix of percentage-of-AUM and fixed fees. The firm’s client base is individual and family-oriented rather than institutional, and the adviser does not identify as an active ESG investor. The business model leans toward using pooled public investment vehicles as the primary building blocks of client portfolios while supplementing exposure to private-market real estate through third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices