Mas Advisors LLC

SEC-regulated
Registered investment advisor
MAS Advisors LLC is an investment adviser firm founded in 2012 and based in Miami, Florida. The Principal Owner and Managing Member is Ricardo R. Calderon, with Francisco Soler serving as the President. The firm specializes in market neutral investment strategies, tax-efficient strategies, and management of proprietary insurance compliant investment strategies. MAS Advisors offers investment management services to various clients, including corporations, insurance companies, trusts, estates, and individuals. The firm provides discretionary investment management services through agreements, offering customized portfolios and model portfolios aligned with clients' objectives and risk tolerance. Clients may also invest in insurance products if suitable. The firm charges asset-based fees ranging from .25% to 2.00% per annum, with additional fixed/flat or hourly fee options available. MAS Advisors manages assets on a discretionary basis, with a focus on due diligence, risk monitoring, and selecting experienced sub-managers for various investment offerings. The firm's clients include corporations, insurance companies, business entities, trusts, estates, and individuals, with minimum investment requirements ranging from $250,000 to $10 million depending on the client type. MAS Advisors does not have custody of client assets and conducts regular due diligence on investment managers. The firm does not compensate third parties for client referrals and does not act as a custodian for client funds. Clients retain responsibility for voting proxies on securities. MAS Advisors has a Privacy Policy in place to protect clients' personal information and complies with federal laws regarding information sharing. For more information, clients can contact MAS Advisors at (786) 364-3101.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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