Matson Money
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Matson Money
Discovering your true purpose for money and for your life transforms everything about your experience of investing-in an instant. That is why, at the core of our business-including all of the financial education, coaching, and strategies we offer-we start with an exploration of your purpose. This exploration alone could very well alter your family's financial future in ways that go beyond what you imagine possible.

At its roots, the American Dream has nothing to do with consumption. It is about the freedom to work hard and fight for your family, the freedom to create value, and the freedom to leave this world a better place for all its future inhabitants. Our coaching and investment strategies are informed by the Nobel Prize winning research of Harry Markowitz (who is a member of our academic board) and Eugene Fama, among other leading economists.
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We provide breakthrough education, tools, and coaching that helps families transform their financial futures. We empower investors to stop speculating and gambling with their life's savings and achieve peace of mind. We're built on empirically tested academic investing principles with real life impact.
Matson Money is a multi-generational Registered Investment Advisor (RIA) company founded in 1991 by Mark Matson. Early in his career in finance, Mark discovered that he could not abide the ethics of an industry where advisors are paid commissions to invest clients' money in ways that amount to gambling and speculation.
The American Dream Experience is a compelling encounter with clear, life-altering truths about economics and investing. When you attend the American Dream Experience, you'll engage in a profound exploration of your family's financial future. Unlike any financial training on the market, this is your opportunity to discover what investing really is, how it works, and how it can fulfill on your purpose for your life.
We systematically evaluate allocations in our portfolios, and rebalance them regularly to target optimal results. This approach-based on extensive scholarship and Nobel Prize winning investing science-eliminates the myths of stock-picking and market-timing from portfolio management.

The Matson Method brings the most powerful academic investing principles together into a highly disciplined approach to asset allocation and long term wealth creation.In particular, we integrate Modern Portfolio Theory, Three Factor Model, and the Efficient Market Hypothesis into portfolios designed and engineered to capture market returns.
As a platform that enables meaningful conversations with your financial coach, the Investor Inventory helps you get crystal clear concerning your current relationship with money and what it will take for you to achieve peace of mind. Being truthful with yourself about your finances and their impact in your life is the most important step towards a clear plan of action that puts you on the track to reclaiming your American Dream.
Reviews (1)
Treya Klassen
Treya Klassen
Jul 02, 2018
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Amazing company, people and culture. Committed to saving and empowering families.