Matrix Asset Advisors is a well-established investment management firm based in White Plains, NY, with a proven track record in fundamental research and portfolio construction since 1986. Led by Chief Investment Officer David A. Katz, CFA, the firm's team of senior investment professionals offers a time-tested approach and personalized service to meet the unique needs and goals of each client.
As a 100% employee-owned company, Matrix is committed to aligning its interests with those of its clients, with significant employee assets invested alongside them. With expertise in equities, fixed income, and wealth management services, Matrix provides a comprehensive range of investment solutions while emphasizing the importance of understanding and achieving client objectives.
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