Matrix Asset Advisors is a value-driven asset management company based in Mount Kisco, NY. With over 35 years of experience, they offer personalized investment solutions for individuals, families, endowments, foundations, and retirement plans. Their investment philosophy is rooted in fundamental research and portfolio construction, focusing on value-oriented strategies in both equities and fixed income. As a 100% employee-owned firm, Matrix is committed to providing exceptional service and helping clients achieve their unique financial goals.
Matrix Asset Advisors takes a disciplined approach to investing, seeking value opportunities across a wide range of industries. Their equity portfolios consist of high-conviction positions in well-managed companies, while their fixed income portfolios prioritize high-quality issuers for current income with low principal risk. In addition to separately managed accounts, Matrix also offers no-load mutual funds and diversified wealth management services using active and passive funds. With a strong emphasis on client understanding and satisfaction, Matrix strives to deliver optimal investment outcomes for their diverse client base.
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