What Clients Do We Serve?
Matrix manages money for individuals, families, endowments, foundations, and retirement plans.
Investing In Equities
Matrix manages U.S. Equities in two different value-oriented strategies.
Investing In Fixed Income
Matrix manages U.S. bond portfolios customized to the individual needs and risk tolerances of our clients.
Updates and Perspectives
Matrix Strategy fact sheets, investment commentary, and whitepapers.
Matrix Asset Advisors is a Value-Driven asset management company founded in 1986 by current CIO, David A. Katz, CFA.
For the past 35+ years, our investment philosophy and process allowed us to build a cohesive team of key investment professionals, enabling us to be both opportunistic and responsive. The best part? Matrix is 100% employee-owned with significant investments alongside our clients.
At Matrix, we deploy a time-tested approach to fundamental research and portfolio construction.
Our size allows us to be opportunistic in investing in response to our client’s needs
Our personal service helps each of our clients with an understanding of their unique needs and goals. Furthermore, we are committed to assuring each client understands how our management helps them accomplish each goal.
Our foundation as investors is rooted in the precepts of Graham and Dodd, implemented as a highly disciplined Value-oriented approach. We believe that Value can be found across the broad spectrum of the economy, so we will “go anywhere for value.” For equities, we run high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, we invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities.
We implement these philosophies for clients through separately managed accounts, with an optional ESG overlay or as no-load mutual funds.
For those desiring a more broadly diversified investment portfolio, we use this Value mindset and analytical approach to build managed portfolios using active and passive mutual funds and ETFs from across the investment landscape.
Learn more about each of our investment approaches today.