Livingstone, NY Office

MATAURO, LLC manages approximately $1.05 billion across roughly 876 client relationships and provides wealth management, financial planning, retirement plan consulting and portfolio management to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities. Services are offered on both discretionary and non‑discretionary bases and include financial planning, retirement plan rollover guidance, selection and oversight of third‑party money managers, and implementation of investment strategies.

The firm’s investment process draws on multiple methods of analysis — including fundamental, macroeconomic, technical and ESG screening — and spans traditional and alternative asset classes such as equities, fixed income, ETFs, direct indexing, digital assets, private funds, REITs and structured products. MATAURO uses a mix of in‑house portfolio management and third‑party managers accessed via a TAMP, and leverages technology to monitor, rebalance and implement strategies, including an order management system to administer held‑away employer accounts.

Compared with many peer teams, MATAURO discloses several operational arrangements that materially affect how it delivers services: it manages “held‑away” 401(k)s, HSAs, 403(b)s and similar accounts using Pontera (disclosing a 0.25% payment to Pontera), and participates in Dynasty Financial Partners’ network and TAMP for access to third‑party managers and operational support while noting the firm absorbs many program fees for most accounts. The firm also recently revised its advisory fee schedule but froze existing households’ blended rates (with a transition period for smaller households), added Charles Schwab as an additional custodian option, and maintains capabilities to advise on or implement fee‑based insurance solutions (including VULI/PPLI), digital assets and private placements.