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

David A. Katz, CFA, President, CIO, Portfolio Manager Matrix Advisors Value Fund

LON F. BIRNHOLZ, Partner

LON F. BIRNHOLZ, Partner

SHERRI HURWITZ, Partner

SHERRI HURWITZ, Partner

LisaLISA A. MABEL, Partner

LISA A. MABEL, Partner

JORDAN F. POSNER, Partner

JORDAN F. POSNER, Partner

STEVEN G. ROUKIS, CFA, Partner

JONATHAN TOM, CFA, Partner

JONATHAN TOM, CFA, Partner

STEPHAN J. WEINBERGER, CFA, Partner

STEPHAN J. WEINBERGER, CFA, Partner

Get In Touch Today

10 Bank Street, Suite 590

White Plains, New York 10606

800-366-6223

MATRIX@MATRIXASSETADVISORS.COM

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.

 

Quasar Distributors, LLC is not affiliated and does not distribute other products offered by Matrix Asset Advisors.

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.

 

Quasar Distributors, LLC is not affiliated and does not distribute other products offered by Matrix Asset Advisors.