Matter families invest with clarity, conviction, and purpose.
Your Matter team takes time to get to know your family. Then, we get to know your wealth. With this depth of understanding, we provide customized guidance, insights, and advice that empower your family to invest confidently and intentionally.
These tenets guide our investment philosophy:
Matter builds sophisticated portfolios with a broad range of asset classes, designed to help your family capitalize on global economic growth while minimizing costs and risk.
Preserve and Protect
We balance security with opportunity by preserving your family’s capital rather than searching for “home run” returns that can create sizable and unintended risk.
Smarts, Skills and Access
Our experience, scale and independence grant us unique access to the most respected investment managers and capital markets research available.
Conflict Free and Cost Aware
No products and no commissions mean no conflicts of interest. Our only compensation is the fee we receive to advise your family, so our recommendations are completely objective.