Providing customized investment solutions tailored to each client's unique goals, needs and values. Proven track record of successfully helping clients grow, protect and transfer their wealth. We're different from other advisors: we're disciplined yet flexible, proven yet humble, sophisticated yet personable.
And we seek out investment opportunities that bigger firms can't or won't pursue. At Matrix, the client comes first. Our talented team brings exceptional experience and expertise to each client relationship. Whatever your financial needs or challenges, we have the insights, experience and perspectives to help.
And we seek out investment opportunities that bigger firms can't or won't pursue. At Matrix, the client comes first. Our talented team brings exceptional experience and expertise to each client relationship. Whatever your financial needs or challenges, we have the insights, experience and perspectives to help.
Services
We're a small firm by design, with a limited number of clients, and highly focused on producing better than average results for those families who have entrusted us with their money. Our size is our strength: we are able to both foster close relationships with our clients and pursue investment opportunities across the spectrum of asset classes.
Our team of close-knit, seasoned professionals collaborate to ensure that each client receives the attention and quality service that they deserve. Clients tell us consistently that the personal relationship they have with Matrix team members matters most.
We make it our job to understand the unique, and often changing interests and circumstances of each client - helping them navigate through important life events, manage their wealth and secure their legacies.Chris is one of the firm's founders. He and Mike Wik make up the firm's Investment Committee, which is responsible for all investment decisions relating to client portfolios.
We make it our job to understand the unique, and often changing interests and circumstances of each client - helping them navigate through important life events, manage their wealth and secure their legacies.Chris is one of the firm's founders. He and Mike Wik make up the firm's Investment Committee, which is responsible for all investment decisions relating to client portfolios.
Matrix is designed expressly for private clients who seek investment capabilities structured to consistently outperform benchmarks while minimizing volatility. Clients choose Matrix because they want to have a relationship with their investment advisor. They want to be understood on a personal and fundamental level.
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