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
Get In Touch Today
10 Bank Street Suite 590
White Plains, New York 10606