Services Provided

To contact Master Asset Management about any of our services offered, please email us at services@masteram.com and tell us which services are of interest to you.

Strategic/Tactical Portfolio Management

Our key offering is our Portfolio Management service in which we manage diversified portfolios based on our individual client’s risk tolerance from aggressive growth to capital preservation.  This service is provided on a percent of assets under management basis.

Private Equity

Our Private Equity Portfolio is made up of a number of diverse businesses that need seed or startup (venture) capital. Our deals come from various sources, typically whom have a history of providing good risk-adjusted returns for venture investors. Recent deals include community banks, pharmaceuticals, energy, and media companies.

Individual Municipal Bond Portfolio Management

For clients with sufficient assets and a large allocation to fixed income, we can provide a diversified, laddered portfolio of individual municipal bonds, customized to our individual client needs.  This service is provided on a percent of assets under management basis.