9. What is in a Point of View?

This White Paper reflects some of the mission critical skills that I believe must be present in companies dedicated to building value. They also reflect the skills and understanding that I believe must be present in your investment advisor.

I have a great deal more I would like to say on the matter. The luxury of writing about my observations in the marketplace must take the seat behind my fiduciary responsibility to my investment partners.

I believe the opportunity to work with you is among a select few positions where my tangible contributions can be exceptional.

I have a broad perspective of business knowledge beyond the traditional investment advisor functions with excellent technical, leadership, and communication skills.
I am an outstanding strategic thinker able to assess relative investment values and continuously question the status quo. I can be tough, collaborative, persuasive, and polished, and am comfortable ferreting out corporate disclosures or making Board level inquiries on prospective fund investments.

My extensive experience in evaluating the ability of companies to produce long-term shareholder value combined with an extremely high energy level give me the ability to assume total ownership of your investment portfolio as well as serve as your partner in achieving your financial objectives.
My views are grounded in "Best Corporate Governance Practices" that give investors the confidence to place their trust in the management group and the assurance that investment decisions are made with your interests at the front.

You may already have a relationship that works for your investment portfolio in the short term. But you also deserve to have the strongest investment capabilities assembled on your behalf and I would like you to consider what I have to offer.

If you are interested in adopting an investment mandate along these lines, please call me to arrange a convenient time to meet. I look forward to hearing from you.

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Securities offered through Cantella & Co. Inc. Member FINRA, SIPC Helping Investors since 1952 www.finra.org
Steve Mazda is a registered securities representative in the following states:
AZ, CA, D.C., DE, FL, GA, HI, IL, IN, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, UT, VA