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:
Your Matter team works with your family to assess the needs, risks, and expectations you have for your investment portfolio. We analyze your current holdings, evaluate asset location, examine unique opportunities and constraints, and create an investment strategy that aligns with your family’s vision, values, and wealth goals.
We guide you through scenarios and stress tests to identify a portfolio and asset allocation plan that aligns with your investment strategy. Your team provides clear explanations for all the strategic recommendations we make, so you always understand rationale, costs, and maximization of returns.
We oversee the implementation of all accepted recommendations and seize opportunities to tactically rebalance positions by taking advantage of market dislocations, harvesting losses for future tax benefits, and minimizing transaction costs.
We proactively advise and provide feedback on opportunities, markets, tactics, and risks that could impact your investment performance. And our mobile performance-reporting system helps you track your assets in real time, wherever you are.