Interview Q&A
How long have you been in business?
Since 1986
What is your primary product or service?
Investment Management Services for Individuals, Pension Funds, Endowments and Foundations
How do you differentiate yourself from other businesses in your category and area?
Matrix is a boutique investment firm specializing in value-based, dividend income equity strategies. We manage approx. $700 million in assets. The managing partners own the firm.
How many locations do you have and do you have plans to expand?
We have one location only.
Who owns your company or runs daily operations?
Matrix is owned by the 6 managing partners
What is the best compliment anyone can give you?
We have been instrumental in helping clients achieve their investment/retirement goals.
What is your favorite quote or Bible verse?
Warren Buffett: "Someone's sitting in the shade today because someone planted a tree a long time ago."
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