Frequently Asked Questions

Investing is most successful when a strategy is in place and adhered to. That  requires time and effort. You should choose an "investment advisor" if you have assets set aside for investment but do not have the experience, intention, or time to manage those assets yourself.

We perform fundamental analysis by doing our own proprietary research, which includes the review of companies’ SEC filings and press releases, the creation and analysis of long-term financial models, and meeting with management teams of public companies.

For an individually managed account, upon your initial investment we would buy a diversified group of assets for you. The funds would be fully invested, less trading fees (charged by brokers) incurred to purchase the assets. We do not trade frequently and not all trades incur fees. We are mindful of trading fees as part of the investment process. At the end of each quarter we charge 0.25% of the total value of the account as our management fee. For an account opened during the quarter, the fee would be pro rata.

For investment our Investment Partnership, we would purchase shares of the partnership for you. There are no transaction fees associated with buying or selling shares of the Partnership.

Within our staff of seven, three have earned the right to use the CFA charter, and three hold advanced degrees. The four investment staff combine for over 100 years of investment experience.

{The CFA designation is an industry designation for investment professionals who have successfully passed the CFA exams, have acceptable professional financial work experience, and adhere to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.}

We charge a fee as a percentage of assets under management. We have no incentives to put you into any specific financial products. Our fee structure is constructed such that our interests are aligned as well as possible with yours. We want to grow your assets, not just for you but because with a larger asset base, our fees will generate a higher dollar amount (i.e. 1% of $1.1 million is more than 1% of $1 million).

By that same logic we are careful about how much risk we take with your account (if we lose 10%, our fees will generate 10% less revenue to us). Our fee structure is intentional in that we are striving to provide long term growth of assets without exposing your assets to an unnecessary level of risk.

Gregg Picillo. He is a partner at Mason Capital Partners. But you can also call us and and anyone in the office would be happy to help you.