3 questions you should know

Is Your Investment Advisor Invested In You?

Do you know what you are paying for the services provided by your current advisor?

Do you know your annual investment return?

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 CHAT!

MARK P. MASSEY

Financial Advisor, Portfolio Manager

Mark has an expansive portfolio and experience in many different fields. Previously, Mark was a banker, a lawyer, and a business owner. Mark has been an investment advisor for 6 years at Capital Square, LLC. Mark’s concentration is focused in portfolio management for retirement. Mark’s work for his clients 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 enjoys knowing his clients well and providing them with highly personalized attention. 

In Mark’s free time, you can find him competing in the latest skeet shooting competition. Mark enjoys spending time with his family and is married with two grown children.

Capital Square is a Registered Investment Advisor regulated by the SEC, and is a fee-only investment advisory firm with a fiduciary duty to all clients.

BACKGROUND 

EDUCATION & QUALIFICATIONS 

Juris Doctor (JD) from Cecil C Humphreys School of Law, University of Memphis

Master of Business Administration from University of Memphis Graduate Business School

BSBA Degree in Finance & Banking from Sam Walton College of Business, University of Arkansas

CONTACT

CONNECT WITH MARK

CONTACT

markmassey@capitalsquare.biz

W: 501 260 7544

C: 501 554 1244

Plaza West Building 
415 N. McKinley St., Ste. 280R
Little Rock, AR 72205

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