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
- A cohesive team of key investment professionals for over 25 years
- Our size allows us to be both opportunistic and responsive
- Matrix is 100% employee-owned with significant investments alongside our clients
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities and is not investment advice. All investments involve risk. Past performance is not an indication of future return. Investment Advisory Services offered through Matrix Asset Advisors, Inc. a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.