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MAS Advisors, LLC is a financial advisory company based in Miami, Florida. As an SEC-registered investment advisor (RIA), MAS Advisors specializes in providing asset management services for the separate accounts of private placement variable life insurance and variable annuity companies and private funds.
The company focuses exclusively on managing flexible non-registered insurance-dedicated funds (IDFs) and insurance-managed account portfolios that are only available through private placement variable life (PPVI) and annuity (PPVA) contracts issued to qualified investors by life insurance companies. MAS Advisors works closely with wealth advisors to develop proprietary insurance-compliant investment platforms suitable for these separate accounts.
With a commitment to client well-being, MAS Advisors aims to work with clients motivated to seek advice and guidance best suited to their needs from advisors who adhere to a high standard of fiduciary care. The company operates as fee-only advisors, meaning they do not charge commissions.
MAS Advisors utilizes a dynamic alternative asset program that includes a wide array of asset classes such as equities, government and corporate bonds, structured credit, REITs, commercial real estate, and quant-driven market-neutral multi-strategy funds. This allows them to fulfill the specific needs of their clients while seeking low correlation to the market and tax-efficient strategies.
The company also provides customized solutions driven by client needs. These may include separately managed accounts, exchange-traded funds, actively managed mutual funds, private credit funds, equity funds, market-neutral hedge funds, and insurance-dedicated managed accounts.
In addition to asset management services, MAS Advisors offers comprehensive financial planning. They provide independent, fiduciary-driven advice to affluent families, individuals, trusts, and business owners. Their goal is to help clients organize their financial lives, prioritize life goals, and develop comprehensive financial strategies.
MAS Advisors also assists clients with lifecycle planning. They help plan for a broad range of life goals and strive to ensure clients can enjoy retirement with confidence. The company takes pride in securing and preserving its clients' wealth, implementing asset protection strategies, and securing wealth for the financial needs of future generations.
Finally, MAS Advisors advises other wealth advisors on the investment management and structuring of assets within PPVI and PPVA contracts. They utilize proprietary insurance-compliant investment strategies within the separate accounts of insurers to optimize results. With a commitment to client well-being and a diverse approach to asset classes, they strive to provide tailored financial advice for their client's unique needs.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
165906 | 10 |