Letter To Our Investors

The current market environment has shifted from an easy money policy to a Federal Reserve policy mandated to stomp out runaway inflation. This change will require investors to be adaptive rather than relying on yesterday’s logic.

With that in mind, we are excited to announce that we launched Massey Romans Capital; an independent registered advisory firm that serves as a fiduciary—meaning we have an ongoing, fundamental obligation to act in your best interests and provide investment advice that meets your needs. You will be treated with our undivided loyalty and utmost good faith.

Our experience and knowledge managing client assets through the Dot-Com Bust in 2000, the Global Financial Crisis in 2008, and Covid 19 Pandemic in 2020 qualifies us to help you and your family now. We have updated our models and strategies to prepare for the coming high interest rate environment and slowing growth as we enter 2023.

Paul Massey, Bill Romans and Tracy Germano are eager to assist you. And we have further expanded our immediate team by partnering with Will Brown and the team at Formidable Asset Management. This partnership provides us with deeper resources to offer more expertise to you. Please give us a call to learn more.

Our primary custodian is LPL Financial. LPL is a Fortune 500 company founded in 1989 with over a trillion dollars in custodied assets making them a strong financial partner.

Your trusted team is ready to continue serving you and your family for decades to come. We look forward to reconnecting with you soon!

Sincerely,