Matrix Asset Advisors is a New York-based asset management company that has been providing value-driven investment solutions since 1986. With a team of experienced investment professionals, Matrix offers a range of strategies including large-cap value, dividend income, fixed income, and wealth management, catering to individuals, families, endowments, foundations, and retirement plans.
Committed to a time-tested approach to fundamental research and portfolio construction, Matrix focuses on identifying value across various sectors of the economy. Their investment philosophy is rooted in the principles of Graham and Dodd, emphasizing high-conviction, research-based portfolios for equities and high-quality issuers for fixed income. As an employee-owned firm, Matrix aligns its interests with those of its clients, ensuring personalized service and a deep understanding of each client's unique needs and goals.
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