Passive investing
Mason Road Wealth Advisors, LLC is a passive investing firm. This means we do not try and time the market or pick that one hot stock. We invest our clients into Dimensional Funds (DFA Funds) that are not available to the public.
No hidden fees
You deserve a proper understanding of your statements and the full range of costs. Mason Road Wealth Advisors, LLC is a fee-only practice. Our St. Louis financial planners receive no commission from the sale of any financial service or product. This practice allows us to maintain objectivity and keeps our interests aligned with yours.
Strong economic thinking translated into practice
You are looking for a solid method of investing - one that will allow you to confidently build a future. In 1990, three Nobel-prize winning economists were recognized for their roles in the development of the Modern Portfolio Theory. This method of investing is not active, it does not rely upon attempts to time the market or pick future winning stocks. Instead, the Theory used by our St. Louis financial advisors teaches to build and adhere to a disciplined portfolio of diversified passive asset class components. This practice teaches the importance of lower costs, effective diversification and creating a portfolio designed to provide the highest expected return for a chosen level of risk.
What does WOW Service really mean?MRWA wants to make sure we are advising you on reaching not only your investment goals but your life goals too. The number one priority of our St. Louis wealth management company is so much more than just making you a return on your investment. Our goal is to let you know what it takes to reach the level of security to live the lifestyle you choose to live. We talk to our clients often and adjust their investment plan accordingly.
Can You Answer the Following Questions?
How much money do I need to retire?
I own stock in several large companies, am I diversified?
What can passive investing do for me?
Why do I want to invest in DFA? What are DFA funds?
Does my financial advisor take into consideration not only my costs, but also my wants in life?
Do I have a long term financial plan?
Let Mason Road Wealth Advisors help you answer these questions.
Mason Road Wealth Advisors, LLC
1067 North Mason Road
Suite 7
St. Louis, Missouri 63141
Contact: Kevin Bender
Call: 314-590-0000
E-Mail: Kbender@mrwa.us
Copyright 2012: Mason Road Wealth Advisors, LLC. Financial Advisor St Louis. All rights reserved.
1067 N Mason Road
Suite 7
St. Louis, MO 63141
314-590-0000 | kbender@mrwa.us
