Managing investments is not a static process. It requires constant focus, attention, and taking appropriate action. Like the markets, client needs also change, whether that client is an individual, business, trust, or organization. Musser Capital Advisors, LLC believes that meeting those needs requires a high level of client interaction and focus.
The strategies we employ not only bring investment return to the portfolio, but also contribute towards the management of risk nominally incurred during any investment process. Critical to this process is transparency and understanding; or more simply put, the need to communicate “what is being done, why is it being done, what are the expectations, who is doing what, how will it be monitored and how long will it take?”
This is our philosophy and we employ it directly through our relationship with our custodian or in unison with your current institution’s platform.