Firm Overview

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