Monetta Financial Services, Inc.
Robert S. Bacarella
Founder, President, and Portfolio Manager
Mr. Robert S. Bacarella is Founder and Chairman of Monetta Financial Services, Inc., a Registered Investment Advisor founded in 1984. He has served as the portfolio manager or co-manager of the Monetta Fund and the Monetta Young Investor Fund since the Funds’ inceptions. Before founding Monetta, Mr. Bacarella spent over 15 years with Borg-Warner Corporation, including in the role of Director-Pension Fund Investments. He received his Bachelors Degree in Finance and Accounting from St. Joseph’s College and his MBA from Roosevelt University.
Robert J. Bacarella
Vice President and Portfolio Manager
Mr. Robert J. Bacarella, CPA, joined Monetta Financial Services, Inc. in September 2008 as a security analyst and has been the co-manager of the Monetta Fund and the Monetta Young Investor Fund since December 2009. He has served as the firm’s Vice-President, Treasurer, Chief Financial Officer and Director since 2010. Prior to joining Monetta, Mr. Bacarella was an audit manager at MidAmerica Bank from 2005 to 2008. He was a senior auditor at JPMorgan Chase from 2002 to 2005 and at Ernst & Young LLP from 1999 to 2002. He received his Bachelors Degree in Accounting and Management Information Systems from Miami University and his MBA from DePaul University. He is a Certified Public Accountant.
Monetta Financial Services
Monetta Financial Services, Inc. is a boutique Registered Investment Advisor managing two no-load mutual funds. The Founder, Robert S. Bacarella, began managing a growth portfolio for a Fortune 500 company pension plan in the mid-70s. In 1979, Mr. Bacarella started an investment club that eventually grew into an investment partnership in the early eighties. In 1984, the partnership transformed into Monetta Financial Services, Inc.
In 1986, the flagship Monetta Fund was launched, which emphasized a growth-oriented investment philosophy.
In March of 1992, Mr. Bacarella was featured on the cover of Kiplinger Personal Finance Magazine, highlighting his sell discipline and growth investment philosophy.
In 2006, the Monetta Young Investor Fund was launched, combining a passive/active investment approach. The passive portion of the Fund seeks to minimize performance uncertainty relative to the market, while the active portion emphasizes large-capitalization growth stocks that offer a high degree of earnings sustainability and growth.
In 2008, the founder’s son, Robert J. Bacarella, joined the firm. The father/son team now co-manages the Monetta Fund and the Monetta Young Investor Fund.
Our Passion for Youth Financial Literacy
Monetta is deeply devoted to promoting financial education and engagement among youth.
• We offer all investors the opportunity to participate in the SAGE Tuition Rewards® Program at no cost. Click here for a brief overview.
• Monetta Young Investor Fund investors are invited to register to receive an investment kit and quarterly newsletters for kids.
Visit our Individual Investors site for more details and to register clients.
Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: firstname.lastname@example.org
Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.
Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Young Investor Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.
The SEC does not endorse, indemnify, approve nor disapprove of any security.
The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.
Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.