Matco offers private wealth management services directly to Private Clients.

Upon the completion of the Matco Executive Summary and agreeing on a policy statement, Matco can implement in one of two ways: 

Investable assets over $1,000,000

  • Customization & Flexibility
    • We provide customized solutions based on six strategies.
    • Pooled funds and or segregated assets.
  • Strategic/Tactical Asset Allocation
    • We practice both strategic and tactical asset allocation to ensure your portfolio remains in line with your risk tolerance.
  • Competitive Fees
    • Individual billing schedule.
  • Custody
    • Individual custody options.
  • Statements
    • Enhanced statements.

Investable assets under $1,000,000

  • Customization & Flexibility
    • We provide customized solutions based on four strategies.
    • Matco Funds.
    • Minimum account size of $50,000.
    • Minimum trade order is $25,000.
  • Strategic/Tactical Asset Allocation
    • We practice both strategic and tactical asset allocation to ensure your portfolio remains in line with your risk tolerance.
  • Competitive Fees
    • Will purchase Matco series "F" funds.
  • Custody
    • Matco has engaged a custodian.
  • Statements
    • You will receive statements from the custodian.

The Matco team is fully committed to acting as your partner, one who has a vested interest in your success and will remain accountable for your investment portfolio.

Regardless of the major life events you may experience (including business transactions, marriage/divorce, births, trusts & estates, taxes, etc.), Matco has the expertise to help you successfully navigate any aspect of your life that could impact your finances.

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