Is Your Investment Advisor Invested In You?
Do you know your advisory fee and investment costs?
Do you know your investment returns?
Do you know and understand your investments and the asset allocation of your portfolio?
IF YOU ANSWERED “NO” TO ANY OF THE ABOVE —
LET’S VISIT!
MARK P. MASSEY
Investment Advisor, Portfolio Manager
Mark has experience in many different fields: banking, an attorney, and a business owner. Mark’s concentration is in portfolio management for retirement, and his work proceeds from the position that a client should pay high attention to the three things that can be controlled: investment costs, asset allocation, and savings rate.
Mark spends his free time shooting tournament skeet, and enjoys time with his wife and family, married for over 36 years with two adult children and two granddaughters.
Capital Square is a Registered Investment Advisor and is a fee-only investment advisory firm with a fiduciary duty to all clients.