Human interaction is at the center of our company. We believe in talking face-to-face with our clients to help them achieve their financial goals.
"In an industry dominated by large competitors focused on scale and size, Matco remains committed to delivering an exceptional client experience."
In 2006, Ron Mathison, Bill Dickie, and Jason Vincent founded our firm with a clear mission: to redefine what an asset management company could be. Frustrated by an industry focused on accumulating assets while offering minimal service, they set out to create something different—a firm built on trust, transparency, and truly personalized care.
Starting with six high-net-worth families in 2007, they treated each client’s portfolio as if it were their own, offering tailored solutions and exceptional service. This client-first philosophy resonated deeply and became the foundation of our success. Over time, families, trusts, foundations, and non-profits joined our firm, drawn to the clarity, simplicity, and results-driven approach that define us.
Today, our legacy of excellence continues with a passionate team dedicated to helping clients achieve their financial goals. By combining deep expertise with a personal touch, we ensure that our clients receive the same level of care and commitment as the founders themselves envisioned.
Behind our company is a team of professionals who bring a diverse range of skills and decades of experience to the table. Each member is dedicated to serving the complex and evolving needs of our clients, blending technical expertise with a genuine commitment to excellence.
Our team doesn’t just manage client portfolios—they invest in them. As clients of our own funds, we believe in aligning our interests with yours, ensuring that every decision we make is in your best interest. This shared commitment fosters a culture of accountability and trust, reinforcing our dedication to building and protecting your wealth.
At our core, we’re dedicated to understanding your unique financial goals and providing exceptional investment solutions to help you achieve them. Through disciplined investment strategies and a focus on wealth preservation, we strive to build and protect your financial future.
But we don’t stop there. Our high-touch, personal service goes beyond portfolio management. We take the time to build meaningful relationships, walking with you through every stage of your wealth journey. Whether you're planning for retirement, growing your assets, or preserving a legacy, we’re here for the long haul—committed to your success every step of the way.
Our growing firm thrives on building relationships through exceptional service and a meticulous approach. We would love the opportunity to meet you, understand your goals, and start working towards them together.
