Matson Money

4 replies [Last post]
sunlight30's picture
Offline
Joined: 2013-01-10

Anyone has any useful info on Matson Money? I have a few dollars invested with them but I am a little worry about scams especially after B. Madoff - i dont know much about stocks, mutual funds etc but i am considering changing from Matson to another institution....any help would be greatly appreciated. thanks!

marieswift's picture
Offline
Joined: 2012-11-04

Take a look at Loring Ward. They have a similar investment philosophy (DFA funds and ETFs, managed portfolios, serve as a TAMP for advisors), but have a more conservative public presence and a long history (the firm was previously known as Assante and before that it was owned by John Bowen of now-CEG fame). They are a stable, large firm with 8 Billion AUM and one of DFA's largest clients. I know the executives personally and they all have high integrity.

bjenks's picture
Offline
Joined: 2013-01-16

"More conservative pubic presence" or not, if your money is with a custodian like Charles Schwab I wouldn't worry about a B. Madoff situation. Matson's strategies and execution has been superior for all my clients. I know the executives of the firm personally and they too have high integrity. If you have money invested with them-you had to of gone through an adviser/coach to get there. Where is that person in relationship to you now?

dcuprill's picture
Offline
Joined: 2012-07-22

Sunlight: I have personally invested my money with Matson Money since about 1997. As one who studies these things, I believe them to be the most well researched and ethical firm available. I have met the company founder Mark Matson on several occassions. He is extremely smart, bright, and full of integrity. I frankly cannot think of a better firm to manage my money. As for Bernie Madoff, Matson protects their clients by using outside custodians such as Charles Scwhab (Madoff did not). Every quarter I receive a report from both Matson and Scwhab. The numbers match every time.

Tom Diem's picture
Offline
Joined: 2013-01-16

You should contact your Matson Money Coach immediately and tell him/her exactly what you said here. If something has happened to your coach you may contact Matson's Home Office directly at 513.204.8000. Good Luck.

Please or Register to post comments.

Industry Newsletters

Sponsored Introduction Continue on to (or wait seconds) ×