A disciplined approach for Not-For-Profits & Institutions to planning and asset management.
Matco Financial’s disciplined approach to planning and asset management provides foundations, endowments, trusts, condominium boards (Not-For-Profits), and corporations with the ability to make more strategic investment decisions with lower investment management fees.
» Senior client service & investment professionals assigned to work directly with you
» Service standard customized to meet your needs
» Minimum annual review meeting
» Experienced team of investment professionals
» Seek to maximize risk adjusted returns while actively managing cash flow and maturities
» A rigorous, logical, repeatable, & transparent institutional investment process
» Proven risk-adjusted returns
» Minimize board member and manager risk and liability
COST EFFECTIVE SOLUTIONS
» Client best interest aligned with firm
» Competitive and transparent
» One low Institutional Management fee
» Institutional relationships resulting in improved bond pricing and higher net return
Matco Mutual Funds are a great way to build an investment portfolio to meet your investment goals.