Matco offers an Investor Suitability Process and Investment Counselling services to Private Clients and Family Offices.
Matco believes getting to know and understand client objectives and unique needs is an integral part of managing client investments.
The Investor Suitability Process enables Matco to make better informed investment recommendations and decisions. This process also enables Matco to link and extrapolate investor attributes and financial circumstances with Net Worth forecasts so sophisticated investors can better understand how their attributes effect future finances as well as manage expectations.
Once the suitability process is complete Matco believes in providing customized investment solutions.