Phoenix, AZ Office

Matrix provides customized wealth management and advisory services to high net worth individuals, families and their related trusts and estates through discretionary and non‑discretionary managed accounts. The firm also organizes and sponsors private special purpose co‑investment vehicles — including Matrix Banff LP, Matrix Veritas LP, Matrix Denali LP and Matrix Novva LLC — that co‑invest alongside unaffiliated private equity firms in single‑deal transactions.

Its investment approach is solutions‑driven and emphasizes strategic diversification and risk management across liquidity, geography and return drivers, using both traditional (equity and fixed income) and alternative asset classes. Matrix typically implements client portfolios by selecting highly‑vetted third‑party managers (active and passive), creating client‑specific portfolio policies, and conducting ongoing manager due diligence and performance reporting.

Matrix is notable among peers for acting as a private fund adviser and fund sponsor that receives performance‑based carried interest from its pooled co‑investment vehicles; the brochure discloses that wealth advisers may hold ownership in the general partners and receive portions of performance allocations, and that assets placed in the SPVs are not charged the firm’s annual wealth management fee. The firm’s model emphasizes managing unregistered, pooled co‑investment vehicles for eligible investors and does not highlight standalone financial planning services in its brochure.