Investment Research

Mast maintains and monitors proprietary investment research and models in order to manage client account funds. That information is valuable context, review, oversight and specific price criteria for fiduciaries and managers of the investment funds under their responsibility. The research, related reports and data, is distributed to individuals and managers to inform their investment decisions, to provide and adjust specific portfolio holdings, and to monitor and discipline other investment managers.

Tilton Financial and Economic Research provides research and analysis to Mast.

John R. Tilton (Jack) founded Tilton Financial and Economic Research in 2009 to provide independent investment research to investment managers and registered investment advisors. Jack's primary focus is on models for valuing major classes of financial assets and individual stocks, price behavior models, and expected rates of return, derived from market prices and information, for major financial asset classes. He also provides analysis of the U.S. economy, corporate earnings, and interest rates. This research is the basis for recommending portfolios that investment managers and RIA's can use to manage their clients' assets. The focus of recommended portfolios is on active asset allocation implemented with index funds to provide broad diversification within asset classes.

Jack has 48 years of experience in the investment research and management profession. He began his career in 1969 with the Harris Bank in Chicago, as an investment research analyst and investment strategist. In 1977, he joined the American National Bank and Trust Company of Chicago as Director of Investment Research and Strategy, which was responsible for actively-managed portfolios and funds. In 1981 Jack was appointed Chief Investment Officer and Head of American National's Investment Management Group. He also served as the Bank's economist throughout his tenure with the American National from 1977 through 1994.

Following a brief affiliation with Vestor Capital in Chicago, Jack became a partner with Channel Trend, a provider of independent investment research, where he headed the firm's research and development activities, until leaving Channel Trend in 2009.

Jack received his BA degree from Rhodes College in 1967, majoring in economics, and an MBA from Indiana University in 1969, majoring in business economics. He earned his CFA charter in 1976 and is a member of the CFA Institute and the CFA Society of Chicago.