Maseco Private Wealth

Overview

Maseco Private Wealth is an independent registered investment adviser organized as a limited liability partnership. Founded in 2008, the firm serves both individual/family clients and institutional accounts and charges fees based on a percentage of assets under management. Service offerings extend beyond portfolio management to include financial planning, insurance brokerage, publication of periodic investment commentary, and client education through seminars and workshops. The firm does not position itself as a capital allocator and is not classified as an active ESG investor. Maseco’s regulatory profile and owner structure identify both foreign-entity and individual ownership. The firm reports advisor activities consistent with a hybrid practice that combines discretionary portfolio management for individuals and small businesses with broader client-facing education and content distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives