Wealth Management

As professional money managers, we believe in active management and broad diversification.

The foundation of our investment process is a broad search for value among different asset classes, sectors, and industries to find the most attractive growth opportunities for our clients.

In addition to seeking attractive returns, we focus on managing risk and educating our clients about the nature of investment risk. It is impossible for owners of financial assets to avoid all risk. Even not investing entails risk in the form of opportunity cost.

At Matrix Private Wealth Management, we firmly believe in spreading risk among several different asset classes, including domestic and international equities, corporate bonds, U.S. Treasuries and Agencies, real estate, municipal bonds, and commodities. We believe broad diversification will reduce volatility in client’s portfolios and provide consistent relative returns in both up and down markets.