2018 Annual ADV Offering
Privacy Policy ADV 1 – Annual Amendment 2018 ADV 2 – Statement of Material Changes ADV 2 – Final (2A – 2B)
Market Alert
Capital Market Comment February 12, 2018 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The derivatives, quant models, program trading, algorithms, robo-trading, [...]
Understanding The Rising Interest Rate
Capital Market Comment February 6, 2018 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The resiliency of the equity market in January surprised many, particularly [...]
The Value of an Investment Advisor – Defined
Claude K. Koontz, CFA Principal, Portfolio Manager “Automated investment services promise to make investing easy, inexpensive, and even fun. Sometimes called robo advisors, these companies [...]
The Changing Market Landscape
Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer A confluence of factors is coming into play in the financial markets as the year draws to a close and we move into [...]
Fundamentals, Monetary Policy, and the Inflation Goal
Capital Market Comment July 24, 2017 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The equity market has performed well in Q2 2017 following strong Q1 results and [...]
Investment Benefit of Dividend Paying Stocks
Independent Research June 22, 2017 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer Academic and empirical research have provided strong support regarding the [...]
Stress in the Financial Market?
Capital Market Comment May 9, 2017 Frank Mastrapasqua, Ph.D. Principal, Chairman & Chief Investment Officer The equity market making new highs has raised more questions and doubts than one [...]
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