Servicing Team
Our Servicing Team
Our commitment to client service is paired with our deep industry knowledge. Our team is focused on being accurate, responding quickly, and going the extra mile for our clients. Your relationship with Matrix Asset Advisors is with senior members of our firm.
David A. Katz, CFA, President, CIO, Portfolio Manager Matrix Advisors Value Fund
LON F. BIRNHOLZ, Partner
SHERRI HURWITZ, Partner
LISA A. MABEL, Partner
JORDAN F. POSNER, Partner
STEVEN G. ROUKIS, CFA, Partner
JONATHAN TOM, CFA, Partner
STEPHAN J. WEINBERGER, CFA, Partner
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Getting Started
Matrix Advisors Value Fund is distributed by Quasar Distributors, LLC. Mutual Fund investing involves risk. Principal loss is possible. The stock of value companies can continue to be undervalued for long periods of time and not realize its expected value. The value of the Fund may decrease in response to the activities and financial prospects of an individual company. Diversification does not assure a profit or protect against a loss in a declining market. Matrix Advisors Value Fund is available to U.S. investors only. Shares of the Fund are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website should not be considered a solicitation to buy or an offer to sell shares of Matrix Advisors Value Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction. Click here to review the prospectus.