A complete list of active advisors currently associated with D. Mattersdorff LLC

Warmer can help you find a great advisor at D. Mattersdorff LLC or one who fits your needs even better.

D. Mattersdorff LLC provides investment management and financial planning services primarily to individual clients and families, managing approximately $61.9 million across 16 client relationships. The firm offers discretionary portfolio management covering global stocks, bonds, REITs and mutual funds, and delivers standalone financial planning that can be integrated into ongoing account management. The firm’s investment approach is fundamental, value-oriented security selection with a buy-and-hold posture and generally low trading volume, constructing portfolios based on each client’s age, tax situation, risk tolerance and return objectives. It routinely uses global securities—acknowledging currency and local-market risk—permits client-imposed investment restrictions, operates with discretionary trading authority, and performs formal account reviews annually. Distinctive features include a significant non-U.S. client presence uncommon for firms of this size, paired with an explicit emphasis on international investment recommendations and the attendant currency risk. The firm has been registered since 1999 and its lead adviser holds the CFA designation, supporting a concentrated, low-turnover practice that focuses on established, “old economy” businesses and avoids many high‑growth technology names.

To learn more about the advisors currently working at D. Mattersdorff LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.