Why Matrix?


  • A Proven, 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