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Strategic
Evaluation -
The process begins with the preparation of
personal financial statements incorporating
all components of a client’s wealth and liabilities
and ends with the development of a wealth
management plan that serves as the road map
from which all incremental investment decisions
are made. |
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Asset
Allocation - We
view asset allocation as an outcome of a "return
objective." Assets are deployed based upon
the risk and return attributes of the asset
class, taking into account current market
conditions as well as historical data. |
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Manager
Selection -
We place a great deal of emphasis on the selection
and management of our investment managers.
Matrix identifies managers through a variety
of sources including databases, referrals
and by word of mouth. |
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Hedging/Monetization
Strategies - Competitively
bid and implement various hedging/monetization
strategies in order to manage the risk and
tax ramifications of concentrated positions. |
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Stock
Option Exercise Plan - We
help executives devise a process to achieve
their goals regarding equity compensation. |
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Alternative
Investments - We
actively use "alternative investments" such
as hedge funds, real estate, mezzanine lending,
leasing pools, private equity and venture
capital in order to meet risk-return objectives. |
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Comprehensive
Reporting - We
develop a comprehensive report of a clients
entire net worth, regardless of where assets
are custodied. |
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Advisor
Coordination - We
serve as a client’s Chief Financial Office
coordinating and aggregating the dissemination
of investment results to other professionals
(tax, estate planning, insurance) so that
each has current and accurate information. |
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Gatekeeper
- We screen
investment opportunities and make the difficult
decisions. |
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