Mathews Capital Management

Mathews Capital Management provides wealth management to individual clients (including high‑net‑worth individuals), as well as select corporate and charitable accounts, managing roughly $40.5 million across its client relationships with a two‑advisor team. Services combine discretionary portfolio management with limited, goal‑based financial planning that focuses on clients’ investment portfolios.

The firm structures client portfolios into a BASE sleeve that emphasizes low‑cost ETFs and fixed income and a BOOST sleeve that employs individualized equity and options tactics, with allocations set through client interviews and a risk‑assessment questionnaire. Mathews Capital uses a defined set of options and derivative strategies in managed accounts—including collars, covered calls, spreads, butterflies, call‑ratio structures and deep‑in‑the‑money option positions—and conducts ongoing portfolio monitoring and periodic reviews.

What distinguishes Mathews Capital from many peers is that it sponsors and manages a wrap fee program while also using derivatives within separately managed accounts, both of which are uncommon for firms of its size. The firm additionally offers investment-education products and sub‑advisory services to other advisers, combining relatively sophisticated options trading with a small advisory team.