Who We Are


  • Value-driven asset management is our only business
  • Founded in 1986 by our CIO, David A. Katz, CFA
  • Our Investment Philosophy and Process have been consistent since our founding
  • Cohesive team of key investment professionals for the past¬†20 years
  • Our size allows us to be both opportunistic and responsive
  • Matrix is 100% employee-owned with significant investments alongside our clients