Matco offers private wealth management services directly to Private Clients.
Matco believes getting to know and understand client objectives and unique needs is an integral part of managing client investments.
We pride ourselves in partnering with our clients. Clients want and need to be actively engaged in the oversight of their investment plan, review adherence to the Investment Policy Statement (IPS) asset allocation, keep accurate records of their investments, and periodically review evolving financial needs with their investment advisor. We will endeavor to work with your and your other advisors (accounting, tax, legal), if necessary, and make ourselves available in all matters related to the management of your assets.
CUSTOMIZATION & FLEXIBILITY
» We provide customized solutions based on six strategies.
» Pooled funds and or segregated assets
STRATEGIC / TACTICAL ASSET ALLOCATION
» We practice both strategic and tactical asset allocation to ensure your portfolio remains in line with your risk tolerance.
» Competitive and transparent
» Active management at Passive management pricing
Matco Mutual Funds are a great way to build an investment portfolio to meet your investment goals.