Broker Check

Our Value-Add: How We're Different

VERSATILITY TO HELP YOU MAP THE RIGHT FINANCIAL PATH

At Masters Advisory Partners (MAP), our Managing Partners are registered with and directly supervised by Equitable Advisors LLC, a prominent, well-established Broker Dealer and registered with Equitable Advisors LLC an SEC  Registered Investment Advisor, based in New York, New York with access to products including:

  • Stocks,
  • Bonds,
  • Mutual Funds,
  • Exchange Traded Funds,
  • 529 Plans,
  • Unit Investment Trusts,
  • Fixed and Variable Annuities,
  • Plus many other investment and insurance products.

With all of these investment choices, MAP will provide the comprehensive, unbiased investment advice and recommendations you want; design, construct and manage your investment portfolio to your unique specifications; and professionally place all of your securities trades.

BEST IN CLASS ANALYSIS, MANAGEMENT AND REPORTING TECHNOLOGY TO HELP YOU MASTER YOUR FINANCES

  • We utilize our state-of-the-art tech tools to help you identify your specific short and long-term life goals and accurately assess your risk preference;
  • We develop a comprehensive and unique master financial plan for your future that is designed specifically in your best interests; and
  • We construct and manage your investment portfolio so you can comfortably invest your money, achieve your goals and live your dreams.

LICENSING AND ACCOUNTABILITY TO GIVE YOU REASSURANCE

Because our Managing Partners are both FINRA General Securities Representatives and Investment Advisor Representatives, they are Financial Fiduciaries who can place securities trades and will manage your financial portfolio with your best interests top of mind, while being accountable to various Regulatory Authorities for the recommendations they provide. Additionally, because they are registered with and fully supported and directly supervised by a FINRA and SEC Registered Nationwide Broker Dealer and Investment Advisory Firm with local offices in Southern California, you can rest assured knowing that a fully staffed Compliance Department and Office of Supervisory Jurisdiction monitor all of MAPs recommendations, communications and portfolio management on your behalf and in your best interests. 

LASTING RELATIONSHIPS, A REFERRAL NETWORK, PLUS FLEXIBLE AND TRANSPARENT COMPENSATION ARRANGEMENTS KEEP YOU ON THE RIGHT FINANCIAL PATH

  • We focus on providing you the comprehensive financial care you need and add value through the lasting relationships we form with you as well as the wide range of investment choices and personal financial services we provide to you;
  • We work with a network of other trusted professionals in the tax, insurance, and estate planning professions who help to provide additional and complete support to meet all of your financial needs; and
  • We will structure the compensation arrangements for the investment advice and wealth management services we provide to you around your own personal preference. You have the flexibility and the choice.
  • We offer standard fee-based payment arrangements as well as a complete menu of pay-as-you-go services so that you can decide whether to pay a flat percentage fee based on your assets under management, by the service, or by the hour. It’s all in writing so there is no mystery about how much you pay and what services you receive.


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