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