Matrix Asset Advisors
Matrix Asset Advisors is a 100% employee-owned, boutique value investment firm founded in 1986, managing U.S. equity, fixed income, ESG, and wealth strategies for high-net-worth individuals, families, endowments, foundations, and retirement plans.
- Company typePrivate
- Founded1986
- HeadquartersWhite Plains, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Matrix Asset Advisors does
Matrix Asset Advisors, Inc. is a boutique, value-driven asset management firm founded in 1986 by David A. Katz, CFA, who continues to serve as President and Chief Investment Officer. Headquartered at 10 Bank Street, White Plains, New York, the firm is 100% employee-owned by eight partners, all of whom invest personal capital alongside clients. Matrix is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and serves high-net-worth individuals and families, endowments, foundations, public and corporate retirement plans, and profit-sharing plans through separately managed accounts, no-load mutual funds, and the Matrix Complete Wealth Management (MCWM) open-architecture platform. The firm operates exclusively in the U.S. domestic market with no disclosed geographic expansion plans.
Matrix Asset Advisors firmographics
Firmographics- Name
- Matrix Asset Advisors
- Legal name
- Matrix Asset Advisors, Inc.
- Website
- https://matrixassetadvisors.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Matrix Asset Advisors is a 100% employee-owned, boutique value investment firm founded in 1986, managing U.S. equity, fixed income, ESG, and wealth strategies for high-net-worth individuals, families, endowments, foundations, and retirement plans.
- Ownership category
- akta.pro rank
Matrix Asset Advisors industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI)
Keywords
Where Matrix Asset Advisors is headquartered
LocationHeadquarters
- HQ city
- White Plains
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Matrix Asset Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory Services: Matrix Asset Advisors generates revenue through investment advisory fees charged on assets under management. The firm is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Services are provided through separately managed accounts with optional ESG overlay or as no-load mutual funds.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Matrix Asset Advisors product offering
Product offeringCore offering
Matrix Asset Advisors is a value-driven asset management firm that manages U.S. equities and fixed income portfolios through separately managed accounts and no-load mutual funds. The firm offers two core equity strategies (Large Cap Value and Dividend Income) with ESG overlay variants, fixed income portfolios tailored to client risk tolerances, and Matrix Complete Wealth Management (MCWM) for diversified portfolios using both Matrix-managed strategies and external mutual funds and ETFs.
Product overview
Matrix Asset Advisors is a value-driven asset management firm offering a portfolio of investment products centered on two core equity strategies (Large Cap Value and Dividend Income) and Fixed Income, with ESG overlay variants of each equity strategy launched in 2021. The firm also provides Matrix Complete Wealth Management (MCWM), an open-architecture platform that combines Matrix-managed strategies with external manager funds and ETFs. All products are delivered through separately managed accounts with optional ESG overlay or as no-load mutual funds.
Differentiator
Problem solved
Functional benefit
Brands
- Matrix Complete Wealth Management (MCWM): Comprehensive wealth management approach using broadly diversified portfolios composed of Matrix-managed strategies and selected external managers.
Products and services
- Large Cap Value (Opportunistic Value)
Quantifiable outcome
- Large Cap Value portfolio returned 20% in 2025, outperforming S&P 500 Index
- +1 more outcomes
Companies that use Matrix Asset Advisors
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Matrix Asset Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Matrix Asset Advisors partnerships and signals
Strategic signalScale indicators4 records
Recent moves4 records
Expansion highlights3 records
Matrix Asset Advisors competitors and assessment
Company assessmentDirect peers
- Pzena Investment Management: Publicly traded, value-oriented boutique asset manager focused on U.S. and global equities using a fundamentals-driven, contrarian value approach. Highly comparable to Matrix in philosophy, boutique scale, and HNW/institutional client mix.
- Tweedy, Browne Company: Privately held, employee-owned value investing firm applying Benjamin Graham-style deep-value principles across global equities. Closely matches Matrix on investment philosophy, employee ownership, and client segmentation.
- Dodge & Cox: Large, employee-owned value-oriented manager running U.S. equity and fixed income strategies for institutions and individuals. Comparable to Matrix on the Graham-and-Dodd value discipline and SMAs/no-load fund delivery, though substantially larger in AUM.
- Brandes Investment Partners: Privately held, employee-owned global value manager applying Graham-style fundamentals. Comparable to Matrix on value discipline, employee ownership, and direct institutional/HNW distribution.
- Ariel Investments: Employee-owned, value-driven boutique manager of U.S. small/mid and large cap equity strategies for institutional and individual clients. Closely comparable to Matrix on boutique scale, value philosophy, and employee-ownership culture.
- Cooke & Bieler: Boutique value equity manager serving institutional and high-net-worth clients with research-driven, fundamentals-based portfolios. Similar in scale and philosophy to Matrix's Large Cap Value and Dividend Income offerings.
- Institutional Capital (ICAP): Mid-sized value equity boutique (a New York Life Investments affiliate) running large-cap value strategies for institutional clients. Highly comparable to Matrix's Large Cap Value strategy in mandate type, philosophy, and client mix.
Emerging players
- Schneider Capital Management: Smaller boutique value manager running concentrated U.S. equity strategies for institutions and family offices. Comparable to Matrix on concentrated, high-conviction value equity portfolios, though narrower in product range.
- Cougar Global Investments: Boutique, employee-owned global and U.S. value manager serving institutional and family-office clients. Comparable to Matrix on value discipline and employee-ownership alignment, though more internationally focused.
Broad incumbents
- Boston Partners: Established value equity and fixed income manager owned by Robeco, serving global institutional and intermediary clients. Comparable to Matrix on value discipline and SMA delivery, but with significantly broader distribution and AUM scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Matrix Asset Advisors social profiles
Digital presenceMatrix Asset Advisors compliance and trust
Trust signalCompliance1 record
Matrix Asset Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Matrix Asset Advisors leadership team
Management profileNumber of profiles
Profiles8 records
Matrix Asset Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Matrix Asset Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Matrix Asset Advisors
What does Matrix Asset Advisors do?
Matrix Asset Advisors is a value-driven asset management firm that manages U.S. equities and fixed income portfolios through separately managed accounts and no-load mutual funds. The firm offers two core equity strategies (Large Cap Value and Dividend Income) with ESG overlay variants, fixed income portfolios tailored to client risk tolerances, and Matrix Complete Wealth Management (MCWM) for diversified portfolios using both Matrix-managed strategies and external mutual funds and ETFs.
Is Matrix Asset Advisors a public or private company?
Matrix Asset Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Matrix Asset Advisors founded?
Matrix Asset Advisors was founded in 1986. It employs 11 to 50 people.
Where is Matrix Asset Advisors based?
Matrix Asset Advisors is headquartered in White Plains, United States, in the North America region.
How does Matrix Asset Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Matrix Asset Advisors's main competitors?
Direct peers on record are Pzena Investment Management, Tweedy, Browne Company, Dodge & Cox, Brandes Investment Partners, Ariel Investments, Cooke & Bieler and Institutional Capital (ICAP). Emerging players are Schneider Capital Management and Cougar Global Investments. Boston Partners is listed as a broad incumbent.
Does Matrix Asset Advisors have an API?
No public API is recorded for Matrix Asset Advisors.
What industry is Matrix Asset Advisors in?
Matrix Asset Advisors's product category is Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.