Investment Management

Invest strategically, with clarity and purpose.

Investment management is about growing your financial capital, expertise, and access to talented investment teams. 

We’re long-term investors focused on assets with great potential to achieve your family’s objectives and support your legacy. Our investment network is independent and unbiased, which means we are unconstrained in finding the right solutions for each family member’s portfolio.

We think of investment management as a continuous cycle that is always evolving.

We analyze your current holdings, examine unique opportunities and constraints, and create investment policies that align with your vision, values, and wealth goals. Then, we select and manage your investments strategically and intentionally to ensure our investment approach remains aligned as markets, regulations, and family needs change.

Strategic Planning

We gain an in-depth understanding of your entire balance sheet and entity structure and show you how everything works together to realize the objectives in your family strategic plan.

Disciplined Asset Management

We create portfolios across diverse asset classes and entities, and provide day-to-day management, including rebalancing, liquidity planning, and trade execution.

Manager Selection

We identify institutional-caliber investment solutions across public and private markets, utilizing both active and tax-efficient index strategies that will best meet your family’s goals.

Consolidated Reporting

Your Matter team provides consolidated reporting, oversight, and review of all of your family’s assets, so you can see your entire financial world in one place.

Ongoing Communication

We proactively advise and provide feedback on opportunities, markets, tactics, and risks that could impact your wealth goals, to help you make informed decisions.

Our investment capabilities span every aspect of your balance sheet.

  • Institutional-caliber investment management across public, private, active, and index strategies
  • Investment policy statement creation and strategic asset allocation 
  • Investment manager selection, fee negotiation, and oversight
  • Tax-optimized trading and rebalancing
  • Liquidity planning and documentation management
  • Daily personal investment portfolio updates and consolidated reporting
  • Oversight of capital calls, distributions, and tax reporting
  • Tracking cost and tax basis, ownership accounting
Choose investment solutions that align with your values.
Invest in your family.

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Invest in your family.

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and we’ll reach out to you.

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Matter Family Office

Invest in your family.
Speak with the Matter Team.

Call us
(314) 862-5190
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