Investment Management Services

Discretionary managed client assets are held at an independent broker custodian where Mast is registered as an advisor, not as a broker. Placing investment funds under Mast management is very simple. Open account(s) through Mast at our custodian or sign over assets which are already held at the custodian with the Management and Advisory Agreement to Mast with a Limited Authority Agreement to the custodian. Contracted fees are deducted from the investment account, at the beginning of each quarter in advance. This service includes Week Reports, Investment Strategy Reports and Investment Letters.