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MI
RIA · CRD 308196State-Registered Investment Adviser

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Masterson Investment Counsel

Masterson Investment Counsel is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and...

Overview

Masterson Investment Counsel is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Does Masterson participate in fund commitments or only direct deals?

Given its RIA status, Masterson probably uses a mix of mutual funds, ETFs, separate accounts, and possibly alternative investments. Direct deal participation is unconfirmed.

Which sectors does Masterson explicitly avoid?

Masterson has not published any sector exclusions. Its investment universe is not documented.

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