Mast Investment Advisors

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(847) 501-3148Call Visit WebsiteVisit Website Map & DirectionsDirections1723 Northfield Sq Apt ANorthfield, IL 60093 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Mast Investment Advisors

Investment Management
Most portfolio managers do not conduct direct investment management research, rather searching and selecting products with attractive stories, limited or transient methodology, high distribution (sales) fees, leverage risk and liquidity risk. Over the years, product distribution and sales firms were called stock brokers, investment advisors, portfolio managers, financial planners, private banks, private clients and most recently wealth managers. Their research method involves survey input and information from and about their investment clients. The allocation of products to clients relates to client circumstances (age, health, financial, family, beneficiary conditions). This misses the important connection between investor circumstances/needs and prevailing market conditions, returns, risk premiums and relative opportunity and risk measurements. Prevailing market conditions inform Mast research for portfolio investment based on those conditions.

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Mast Investment Advisors LLC

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http://www.mastinvestment.com

https://mastinvestment.com/contact-us

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (847) 501-3148

Address: 1723 Northfield Sq Apt A, Northfield, IL 60093

Website: http://www.mastinvestment.com

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Mast Investment Advisors

Investment Management
Most portfolio managers do not conduct direct investment management research, rather searching and selecting products with attractive stories, limited or transient methodology, high distribution (sales) fees, leverage risk and liquidity risk. Over the years, product distribution and sales firms were called stock brokers, investment advisors, portfolio managers, financial planners, private banks, private clients and most recently wealth managers. Their research method involves survey input and information from and about their investment clients. The allocation of products to clients relates to client circumstances (age, health, financial, family, beneficiary conditions). This misses the important connection between investor circumstances/needs and prevailing market conditions, returns, risk premiums and relative opportunity and risk measurements. Prevailing market conditions inform Mast research for portfolio investment based on those conditions.
Mutual Funds
Fixed income index exchange-traded and mutual funds are diversified, targeted and cost-effective securities to meet fixed income investment objectives. Objectives relate to credit (Treasury, Investment Grade and High Yield) and duration (expected date of principal return) risks and expected returns (yield to maturity). In order to provide a representative population of objective-targeted funds, below are market-traded funds and their critical factors for selecting funds for portfolio allocation.
Bonds
Wealth Management
Traditional wealth management sales products connect financial product stories to investor circumstances, missing the opportunity to adapt portfolios to market conditions. Prevailing market conditions will not adapt to investor circumstances. That is magical thinking and marketing technique, not investment methodology. Financial markets do not respond to investor needs and wants. Investment management should represent client assets for adaptation to financial markets. Conducting and maintaining independent, meaningful and useful research provides investors with investment portfolios, not product collections.
Money Market Funds
Short term Treasuries provide yields superior to cash/money market funds with superior credit safety and liquidity. One-year Treasury yield 4.5% is the highest yield on this lowest-risk duration and credit since October 2007.

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Financial Planning
Expected future rates of return on the six riskier financial asset classes are rule-based. Specifically, the risk component of their expected return is assumed to revert to historical average levels over each time period. While expected 1-year rates of return are included, they are less important for long-term investors. Also, an assumption that risk metrics will revert to average levels in one year is often unrealistic. The focus should be on periods of at least three years and even better for longer time periods. For financial planning purposes, using a 10-yr period and long-term expected rates of return is advised.
Retirement Planning
The second application, Longer-Term Expected Future Rates of Return, provides market-based expected returns on major asset classes over longer time periods. These are required inputs for financial and retirement planning. Most financial planners and wealth management advisors use past rates of return on major asset classes to project future rates of return and values of clients’ portfolios. This is an inferior and sometimes misleading approach. The reason is that past rates of return on asset classes do not measure market-based expected rates of return. Using past rates of return just assumes that future rates of return will be similar to past rates of return. There is little empirical evidence to support that assumption. There is empirical evidence that expected market-based expected future rates of return are better predictors of future rates of return.
Asset Management
Most risks and returns, generally ninety percent, are accounted for by asset allocation into broad financial asset classes. At best, only ten percent of returns come from other factors such as financial product stories, leverage, illiquidity, active security selection and management. This is proven by SPIVA studies which demonstrate the superior performance of independent/passive asset-class index funds compared to active security selections.

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