When you have the right information and the right partner, you can invest with clarity and conviction.
Matter empowers families to do just that, drawing from our independent and proprietary research, along with solid investment insights from the most respected endowments, institutions and single-family offices.
Independent in Practice, Institutional in Approach
Our investment philosophy and process is driven by Matter’s investment committee. This collaborative team of investment minds is responsible for defining our firm’s view, as well as identifying solutions for strategic and tactical opportunities in your family’s investment portfolio. With objective independence, we ground our investment services in a philosophy that is predicated on the following beliefs:
Matter builds sophisticated portfolios designed to participate in global economic growth in a way that aligns with the proven investment activities of highly respected university endowments and foundations. We scrutinize all asset classes to capitalize on inefficient markets and match solutions – whether passive, active, traditional or alternative – that offer the best opportunities to improve returns relative to risk and cost.
Preserve and Protect
We place a high priority on the preservation of capital, rather than searching for “home run” returns that can create unintended and sizeable risk. This risk-adjusted focus on investment performance ensures the wealth you have created will grow in a manner that balances the security you seek with the opportunities your wealth can provide.
Smarts, Skills and Access
Our experience, scale and independent approach provide Matter unique access to today’s most-respected investment managers and capital markets research. This power ensures your family benefits from customized solutions designed with your unique objectives in mind.
Conflict Free, Cost Aware
Our only compensation is the fee we receive to advise your family. No products and no commissions mean no conflicts of interest. Our recommendations are completely objective, which frees us to focus on other opportunities in your portfolio, such as improving tax efficiency and reducing expenses.