Why Matrix?

A Few Reasons Why You Should Go With Matrix

  • A Time-Tested Approach to fundamental research and portfolio construction since 1986
  • Continuity of the Investment Management team; David A. Katz, CFA has been our Chief Investment Officer since 1986
  • Our Assets Under Management allows for Ready-Access to our senior Investment Professionals
  • Alignment of Interests: Matrix is 100% employee-owned with significant employee assets invested alongside our clients
  • Personal Service: An understanding of the unique needs and goals of each of our clients, and a commitment to assuring that they in turn understand how our management helps them to accomplish those goals

Get In Touch Today

10 Bank Street Suite 590

 White Plains, New York 10606