Mastrapasqua Asset Management210-353-0500
CLOSED NOW - Closed
CLOSED NOW - Closed
200 Concord Plaza Dr Ste 500, San Antonio, TX 78216
200 Concord Plaza Dr Ste 500, San Antonio, TX 78216
Website
EmailThe firm offers an array of distinct products to meet the needs of individual and institutional investors. Mastrapasqua’s exclusive portfolios are derived from independent, in-house research with two goals in mind – Building Relationships & Building Wealth. Our clients have grown in number and today, we continue to work with some of their children and families, as well as with endowments, foundations and public funds. We believe this speaks clearly to the caliber of our work and to the reputation of our firm. At Mastrapasqua, we are dedicated to helping you build a bright financial future — for your family, your community, or your organization. Come in and talk to us about the benefits of a result-oriented investment strategy, and see for yourself how we deliver personalized service. Our investment team has worked together for an average of 11 years. We are here for you, watching over every aspect of your portfolio, and ensuring that your goals are continually in mind. Being responsive to your needs, accessible to answer your questions, and committed to your financial goals remain our top priorities. Our seasoned management team understands the value of relationships and the importance of providing exemplary customer service.
Our style is defined – sector focused, equity and fixed income manager. Our philosophy is sound – building the wealth of our clients through solid long-term strategies. Our Approach is distinguishable – a proprietary valuation model utilized by an independent research team and an experienced portfolio management team.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Phone: 210-571-1003
- Services/Products
- We are defined by the long-term relationships we have with our clients. We listen well and understand our clients’ unique goals, taking into account issues such as income needs, earnings potential and risk tolerance. We develop individual, tax-efficient portfolios within acceptable levels of risk, with the goal of achieving above-average performance while being attentive to each client’s parameters.The trust and confidence our clients place in us derives from the comfort they take in knowing that we fully understand their goals. We strive to anticipate the inevitable changes in their situations by ensuring each portfolio continues to reflect each client’s personal and specific objectives. Through face-to-face meetings and written communication, we keep our clients apprised of portfolio changes and performance. We welcome the opportunity to get to know you, and hope that you will come to share the level of comfort and trust that our long-time clients have experienced.
- Neighborhoods
- Shearer Hills - Ridgeview, North Central
- Other Link
- Categories
- Financing Services, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service