Matrix Asset Advisors has been managing investment portfolios since 1986 for a diverse clientele of individuals and institutions. We have expanded our offerings from our initial focus on separately managed accounts to manage the Matrix Advisors Value ETF, as well as high net worth relationships and institutional sub-advisory mandates in the same Large Cap Value equity strategy. We also manage a Dividend Income strategy that may be of interest to equity investors desiring a more significant income stream with lower volatility, offered as separate accounts and via a mutual fund.
While we have grown as an organization, especially in the amount of assets under our management, the principals continue to be deeply involved in the management of client accounts and in communicating directly with our clients. Please click below to find out more about our firm.
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