Masterson Investment Counsel

Overview

Masterson Investment Counsel is a small, privately held LLC that provides discretionary portfolio management and pension consulting primarily for individual and family clients, along with select business or institutional relationships. The firm bills on a percentage-of-assets basis and identifies as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment process. Ownership is individual rather than institutional, and the adviser is not positioned as a multi-state or capital-allocating platform. Advisory services cited in filings include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm’s scale and client mix suggest a focus on bespoke, account-level management rather than broad product distribution or fund management.

Assets & Accounts

Public Holdings

Location & Offices