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Massapequa Funds


Frank Massapequa Ph.D. is an advisor to individuals, endowments, foundations, and retirement plans. It was recognized in 1993. The Portfolio manager serves to several mutual funds clients in all 50 states and 21 countries. Massapequa has their headquarters in Nashville, Tennessee.

Massapequa Asset Management serves as adviser to the Massapequa Growth Fund and the Touchstone Growth Opportunities Fund. The Massapequa Growth Fund seeks long-term capital appreciation by investing primarily in the common stock of companies whose valuation may not yet reflect the prospects for accelerated earnings/cash flow growth. The Massapequa Fund invests primarily in the common stock of companies. Massapequa Asset Management has confirmed record of accomplishment and outstanding prospects for earnings or cash flow growth over a three to five year period. In selecting investments for the fund the counselor also looks for the common stock of companies whose valuation may not yet reflect the prospects for accelerate earnings or cash flow growth.

Massapequa Fund seeks growth opportunities among companies of a variety of market capitalizations but invests primarily in the common stock of domestic medium to large market capitalization companies. Medium and large capitalization companies have market capitalizations such as those included in the Russell one thousand Growth Index at the time of their purchase. From time to time, however the Fund may invest in companies with a market capitalization of less than one billion dollar and own securities of foreign-based companies. The Fund may also invest up to fifteen percent of its assets in common stock that is not actively traded on a national or regional stock exchange or market.

Being responsive to your wants, accessible answer to your questions, and committed to your financial goals remain their top priorities. Their seasoned management team understands the value of relationships and the importance of providing excellent customer service.
 
 
 
 

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