Welcome to Matthai Capital Management, fee-only registered investment advisor for investors seeking expertise and customized wealth solutions for their unique situations. We have over 30 years' experience in sophisticated portfolio management for high-net-worth investors, women investors, and family offices.
Our clients live in a diverse geographic area and often have complex financial situations either resulting from a significant wealth event, or they may have specific investing needs related to estate planning, philanthropic giving, and trust management. Whatever your investing needs, we are uniquely qualified to help you reach your financial goals.
Our clients live in a diverse geographic area and often have complex financial situations either resulting from a significant wealth event, or they may have specific investing needs related to estate planning, philanthropic giving, and trust management. Whatever your investing needs, we are uniquely qualified to help you reach your financial goals.
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George has spent more than 30 years fine tuning his craft of investment portfolio management in order to manage your money with the most successful techniques and disciplines available.
After graduating from Boys Latin School in Baltimore, Maryland, and Randolph Macon College in Ashland, Virginia, he spent several years in New York on Wall Street with Merrill Lynch and Kidder Peabody obtaining the experience and expertise to understand the many nuances of the global financial markets and the investment securities bought and sold in these markets every day.
After graduating from Boys Latin School in Baltimore, Maryland, and Randolph Macon College in Ashland, Virginia, he spent several years in New York on Wall Street with Merrill Lynch and Kidder Peabody obtaining the experience and expertise to understand the many nuances of the global financial markets and the investment securities bought and sold in these markets every day.
By necessity successful individuals and families have more complex needs that require specific-tailored solutions. Portfolio management goals vary from long term growth to income to short term liquidity. It's our job to institute a disciplined investment process when designing and monitoring portfolios that are tailored to your needs.
Women make up a significant percentage of our clients for a reason. We understand their financial challenges and provide them with solutions. We enjoy working with a wide variety of women; in particular we have found that women divorcees and widowed women appreciate the work we do for them. We often find that after a divorce or widowhood, women seek out a new financial advisor for various reasons.
A "Family Office" is an entity engaged or established to assist affluent families or a group of families in the management of their financial affairs. We serve as a resource to help family offices fulfill their purpose. It is one thing to create wealth but quite another to sustain it. We recognize one of the primary objectives of the family office is to sustain wealth for current and future generations.
Have you recently been involved in a capital markets transaction, like an initial public offering?. If you answered yes to one or more of these questions, you are in the midst of a "significant wealth event." As with most other "events" in our lives, these will bring about both financial and emotional challenges.
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