At John Masters CPA we offer the full spectrum of investment management services.
John Masters is a Certified Public Accountant and a Registered Investment Advisor . By giving us discretionary decision-making authority, we can direct your investment selection. If you are currently investing only in the super safe end of the spectrum, perhaps we can increase the size of your nest egg. If you have invested on the highly speculative side and been disappointed by losses, perhaps we can add stability to your program
How does it work?
You have your own Brokerage Account. If you do not presently have one, we will assist you in setting one up. You authorize your broker to accept investment instructions from us. This is done with a Limited Power of Attorney. We monitor your account and issue orders to buy and sell when we believe appropriate. We can not take anything out of your account except our monthly Management Fee. You receive confirmation of all transactions from your broker.
How do I get started?
First, Contact Us to set up an appointment, and we will meet with you to learn your interest, attitudes, preferences and goals.
Second, select one of our fee schedules and sign a management agreement authorizing us to manage your account.
Third, if you do not already have a brokerage account, we help you set one up with a broker of your choice. We use TD Ameritrade Securities, a Discount Broker, when our clients have no other preference. We use them for our own investments.
Fourth, sign a Limited Power of Attorney which we will send to your broker authorizing them to accept our instructions to make securities transactions. And, if you are changing brokers, sign a form instructing your old broker to transfer your account assets to your new account.
