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 help you manage your investment portfolio so you can comfortably invest your money, and help achieve your goals and live your dreams.
LASTING RELATIONSHIPS, A REFERRAL NETWORK & TRANSPARENT COMPENSATION DISCLOSURES
- 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 your network of other trusted professionals in the tax, insurance, and estate planning professions who help provide additional support to help meet all of your financial needs.
