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