Msa Advisors, LLC
MSA Advisors, LLC (also known as Main Street Advisors, LLC) is a state-registered investment adviser headquartered in Westminster, MD. Founded in 1999, the firm provides investment management services, including model portfolio management and personalized investment management, primarily to individuals and their families, trusts, estates, and charitable organizations. The firm employs approximately 28 staff members and manages a significant asset base for a diverse clientele.
Investment Strategy
MSA Advisors, LLC offers continuous advice and custom portfolio management guided by clients’ individual objectives, risk tolerance, time horizon, and liquidity needs. The firm constructs diversified portfolios using a wide array of securities, including equities, fixed income, mutual funds, ETFs, corporate and municipal bonds, and alternative investments. Portfolios are managed on a discretionary basis, and recommendations are not limited to any specific financial product provider. The firm emphasizes a tailored approach based on in-depth client discussion, with the possibility to impose reasonable investment restrictions.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APO | APOLLO GLOBAL MGMT INC | 32.60% | $130.0M | 916,202 | $101.27 | $141.87 | +$2.5M |
S SPY | SPDR S&P 500 ETF TR | 18.62% | $74.3M | 120,178 | $476.76 | $617.85 | -$1.0M |
S SBUX | STARBUCKS CORP | 7.91% | $31.5M | 344,057 | $92.64 | $91.63 | -$2.9M |
L LYV | LIVE NATION ENTERTAINMENT IN | 7.03% | $28.0M | 185,205 | $101.97 | $151.28 | +$3.1M |
A AAPL | APPLE INC | 5.40% | $21.5M | 104,990 | $199.52 | $205.17 | -$2.4M |