Matrix Capital Advisors LLC ("Matrix") is a registered investment advisor under the Investment Advisors Act of 1940 serving high net worth individuals, families, private foundations and pension/profit sharing plans. Matrix is a fee-only investment advisor that offers unbiased expert wealth management services to preserve and enhance a client's wealth, and operates a multifamily office coordinating financial, tax and administrative services to produce comprehensive solutions for the client.
Matrix was founded by and is wholly owned by Christopher J. Burke and Michael D. Wik, who combined have more than 40 years of investment experience working with high net worth individuals and institutional investors. The firm has its origins in a group of families and individuals that the founders have worked with for many years. The firm has approximately $325 million under advisement.
Customized
solutions not "cookie cutter" model driven
plans
Act
as a "manager of managers" allocating capital
to best of breed managers
Minimum
account size: $3,000,000
Matrix and JSM Venture Announces New Self Storage Development Equity Fund
March 9, 2007 - JSM Venture and Matrix Capital Advisors have formed Matrix Midwest Self Storage, LLC, a $10 million real estate equity fund. The companies will use the fund to develop and operate institutional quality self-storage properties in the greater Chicago and Milwaukee metropolitan markets. "We like the self-storage sector for all the same reasons that institutions and high net worth investors have been investing in the space," said Christopher J. Burke, managing director at Chicago-based investment advisory Matrix Capital Advisors LLC.
