J. PIERRE MASSE

Overview

J. Pierre Masse operates as a one-person independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for small businesses. The practice runs on a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, and it manages client relationships on a discretionary basis for the majority of assets. Investment activity shows a clear tilt toward publicly traded equities—both exchange-listed stocks and exchange-traded products—reflecting an equity-first allocation preference rather than fixed income or alternative strategies. The adviser does not position itself as an active ESG investor, is not a multi-state adviser, and does not act as an institutional capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices