Investments

A fiduciary investment advisor is legally obligated to act in your best interest. Masonboro Advisors serves as a fiduciary firm, giving you unbiased advice and putting your needs ahead of ours. By choosing a local North Carolina advisor with a fiduciary duty, you benefit from personalized service and the confidence that your investments are managed solely for your benefit.

We take time to understand your individual goals, risk tolerance, and time horizon before investing. Using that insight, our team crafts a personalized investment strategy rather than a one-size-fits-all portfolio. Every client receives a tailored plan aligned with their objectives, balancing growth opportunities with asset preservation.

In-house investment management means our advisors directly manage your portfolio internally, instead of outsourcing to third-party fund managers. This helps reduce costs, gives us greater control and flexibility, and ensures your investments can be adjusted quickly to meet changing market conditions. The result is a cost-effective, transparent process that keeps your goals at the center.

We diversify across different asset classes to help manage risk and focus on cost-efficient investment options that avoid unnecessary fees. By managing portfolios in-house, we avoid the high costs of expensive mutual funds and third-party managers, so more of your money stays invested and working for you.

Our advisors bring decades of experience and provide personalized service rooted in fiduciary care. We focus on transparency, communication, and strategies built around each client’s goals, not commission-based products. This combination makes us different from larger, less personalized firms.