MATCO

Institutions

Institutions

Asset Management

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.

PROVEN EXPERTISE

» Senior client service & investment professionals assigned to work directly with you
» Service standard customized to meet your needs
» Minimum annual review meeting

CONSISTENT PERFORMANCE

» 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

If you are interested in opening an account with Matco, or would like more information on Private Wealth Management please contact us at:

Samia Preston, CFP, CIM, FCSI
Portfolio Manager
403-718-2127
spreston@matcofinancial.ca

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