MSP Investment Advisors, LLC

MSP Investment Advisors, LLC primarily serves individual clients and, occasionally, trusts, corporations and qualified retirement plans by acting as a solicitor that refers prospective clients to independent investment advisers. The firm does not manage client accounts, hold custody of assets, or bill clients directly for investment management services.

MSP’s role is limited to introducing clients to Independent RIAs and providing disclosure about those firms; clients enter separate advisory agreements with the Independent RIAs, which alone provide investment recommendations, portfolio management and account reviews. MSP is compensated by referral/solicitation payments from the Independent RIAs rather than charging clients on a percentage-of-assets-under-management basis, and MSP does not monitor or analyze the third‑party managers’ day‑to‑day activities.

Distinctive features include an accounting affiliation: the firm’s managing member is a CPA and a director/partner at a regional accounting firm following a merger, and may spend the majority of his time in that non‑advisory role—an arrangement that is uncommon among peers. MSP also maintains solicitation relationships with several independent firms (including broker‑dealers), which creates referral‑fee conflicts of interest that the firm discloses and for which clients retain the choice to engage the recommended advisers.