Matrix Asset Management was uniquely designed to provide a unique, concierge-style consultative approach to helping clients achieve their financial goals and objectives. By maintaining our independence from any large corporate financial partner, we have been able to provide truly objective insights that have earned our firm a reputation as trusted advisers who truly put their clients needs first.
After beginning his professional career as co-founder and president of a holding company in the medical equipment industry, in 1989 Mike began his career in the financial services industry, joining Shearson-Lehman Brothers as a broker. By 1994 Mike was a portfolio manager for the firm (which had become Smith Barney) and also acted as the company's syndicate coordinator for the Pacific Northwest.
After beginning his professional career as co-founder and president of a holding company in the medical equipment industry, in 1989 Mike began his career in the financial services industry, joining Shearson-Lehman Brothers as a broker. By 1994 Mike was a portfolio manager for the firm (which had become Smith Barney) and also acted as the company's syndicate coordinator for the Pacific Northwest.
Services
At Matrix Asset Management we take a comprehensive consultative approach designed to take full advantage of our financial planning, investment, insurance and real estate expertise. In addition, we routinely work with accountants, attorneys and our clients' other advisers to facilitate a truly holistic approach to meeting their goals and objectives.
To better serve our clients and prospective clients, Matrix Asset Management has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints your Risk Number, and aligns it with the client's portfolio to match.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with a Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with a Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
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