A complete list of active advisors currently associated with Matrix Asset Advisors Inc
Warmer can help you find a great advisor at Matrix Asset Advisors Inc or one who fits your needs even better.
Matrix Asset Advisors is an SEC‑registered investment adviser managing roughly $1.4 billion for a mix of individual and institutional clients, including taxable and tax‑exempt accounts, corporate retirement plans, and registered investment companies. The firm offers large‑capitalization value and dividend‑income equity strategies (with ESG overlays), high‑quality fixed income strategies, and a consolidated wealth-management program that can allocate to external managers and funds it advises or sub‑advises. Matrix combines systematic quantitative screens with detailed fundamental research and committee oversight to construct concentrated, risk‑controlled portfolios (typically 25–40 positions for its Large Cap Value strategy and 20–30 for Dividend Income) and uses explicit buy/sell targets across accounts. The firm also serves as a 401(k) plan coordinator, delivers model portfolios through third‑party platform providers, and accommodates borrowing/margin in separately managed accounts while including margined assets in its advisory‑fee calculations. Compared with many peer teams, Matrix routinely performs roles that are less common for similarly sized firms: it acts as adviser and sub‑adviser to registered investment companies, participates in wrap‑fee and UMA/platform arrangements, and maintains consulting relationships with plan administrators and other advisers. The firm is employee‑owned by multiple partners, uses negotiated soft‑dollar and research arrangements, and delegates certain operational functions (for example, proxy voting and class‑action monitoring) to independent service providers, reflecting a hybrid model that combines in‑house portfolio management with external manager and vendor relationships.
To learn more about the advisors currently working at Matrix Asset Advisors Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
White Plains, NY
| 5
| |
White Plains, NY
| 5
| |
White Plains, NY
| 33
| |
White Plains, NY
| 5
| |
White Plains, NY
| 19
|
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