|
|
 |
 |
Unbiased
Advice - Client paid asset-based
fees are the firm's sole form of compensation.
Investment advice is delivered without consideration
from outside sponsors or sources. Principals
of the firm invest their personal assets alongside
clients, whenever possible. |
|
|
|
|
"Best
of Breed" Service Providers - Our
independence and fee-only compensation structure
allows us to freely pursue those products,
managers and services that are best for our
clients. We complement our own expertise with
a strong network of legal, tax and insurance
specialists. |
|
|
|
|
Customized
Solutions – We recognize that each
client has a unique financial profile and
different wealth management objectives. We
develop individual investment strategies for
each client and select the most appropriate
tools to implement those strategies based
upon client needs rather than compensation
or firm affiliation. |
|
|
|
|
Investment
Cooperative – Matrix operates as
an “investment cooperative” imparting investment
advice as well as sharing ideas, investment
opportunities and information with and from
clients. The firm has long standing relationships
with leading money managers, venture capitalists,
bankers and private funds where there is a
mutual exchange of knowledge for the benefit
of the firm and all our clients. |
|
|
|
|
Superior
Service – We are a service firm
that is built upon a foundation of deep client
relationships. Clients work exclusively with
the principals of the firm. Reports are presented
on a timely basis in a form and frequency
that is customized to meet each client’s needs.
|
|
|
|
|
Matrix
Role - "Simplification" |
|
|
|
|
|
|
 |
Independent,
unbiased Registered Investment Advisor |
|
Fee
only compensation structure |
|
High
level of service utilizing a team approach |
|
Customized
solutions not “cookie cutter” model driven
plans |
|
Act as a “manager of managers” allocating capital to best of breed managers |
|
Minimum account size: $3,000,000 |
|
|
