The Mastrapasqua Process
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Looking ahead into 2012, we cannot help but reflect back upon the almost 20 years of our firm’s business, and how we have evolved. Words used to define our firm today are: diversified, accessible, holistic, seasoned, credentialed, transparent, and approachable.

Diversified: In 1993 we had one separately managed account strategy. Today we offer five strategies, spanning the capitalization spectrum – from small to mid to large cap stocks. With our Small-Mid Cap Core strategy at one end of the spectrum, and Large-Cap Growth at the other, we design diversified strategies to meet each client’s unique goals and objectives.

Accessible: Historically we have worked with clients who accumulated significant wealth throughout their lives. While those clients continue to comprise a large part of our business, today we especially appreciate the opportunity to grow with those individuals who are in the earlier phases of wealth accumulation. With separately managed account strategies for higher asset levels, we also offer fee sensitive mutual fund strategies for smaller accounts.

Holistic: Having hired a Certified Financial Planner with thirteen years of industry experience over a year ago, our firm provides a holistic approach to serving a client’s financial needs. Our comprehensive financial planning practice is growing as we help individuals focus upon tangible goals and objectives.

Seasoned: Our team of investment professionals has an average tenure with our firm of 11 years, and an average tenure in the investment business of 20 years. There is a definite sense of camaraderie and respect among these individuals.

Credentialed: With four Chartered Financial Analysts and a Ph.D. on the investment team, the investment team meets every day to discuss the holdings of client portfolios, as opposed to many investment firms meeting only on a weekly basis. Importantly, investment decisions are made right here in our offices, not outsourced to a faceless manager in a distant office.

Transparent: Our firm’s fee structure is transparent and competitive, unlike many firms where the layers of fees make it difficult to calculate what one is actually paying for a service.

Approachable: Our doors are always open. We foster an environment of continuous interaction among our investment professionals. Likewise, we also encourage clients to join us for our morning investment meetings, or to come in to discuss their portfolio at any time.

We welcome and look forward to the opportunity to visit with you or someone that you feel would benefit from our unique investment process.

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