Originally founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations and not-for-profit organizations.
Our mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth, without exposing our clients to unnecessary or excessive risk.
At Matco, we love what we do, and it is the partnerships with our clients that allow us to continue to do what we love. It is by design that our interests are aligned with the interests of our clients. Our disciplined investment management process alongside our core values of Performance, Integrity, Teamwork, Community are what allow us to consistently deliver best-in-class investment management services.
Matco believes in and abides by CFA Institute’s CFA charter holder program and its Asset Manager Code of Professional Conduct, as well as Ethics and Standard of Professional Conduct. The CFA Program is a globally recognized investment designation whereby CFA charter holders uphold the highest standards of ethics, integrity, professionalism and most importantly, a client-centric mentality. Matco’s investment management team is comprised of seasoned investment professionals who have earned the CFA designation.