Mark Matson: Founder of Matson Money
Mark Matson is CEO and founder of Matson Money, Inc. His company was first established in 1991 as Matrix Asset Allocation, Inc. Matson Money is an investment advisor firm in based out of Cincinnati, which manages over $5 billion for investors nationwide.
Ever since Mark Matson was young, he admired his father, Joe, who built a successful financial planning practice that assisted many people in planning for their retirement. In order to follow in his father's footsteps, Mark attended Miami University at Oxford, Ohio and graduated with two degrees in both Finance and Accounting.
After becoming a financial planner for his dad's business, Mark Matson managed to build over $30 million in assets in only four years. However, despite this success, Mark never felt that the money managers he recommended were quite as good as their reputations represented. He thought that there had to be a better way to help his clients increase their wealth without any disappointment.
In order to improve his ability to offer effective client assistance, Mark decided to become a fee-only money manager. He then established his own company in 1991 as Matrix Asset Allocation, Inc. It was here that he made his biggest strides in providing the best investment options on the market that would not only be successful, but give clients real confidence and reassurance.
Not long after he founded the company, he attended a debate between Rex Sinquefield and Donald Yacktman at a Schwab Institutional conference in 1992. This debate, on "active vs. passive" management, would change everything for Mark.
The argument for "passive" investing strategies particularly appealed to Mark's own strong beliefs on the subject of capitalism and economics. He would go on to adapt these ideas for practical investment use so as to ensure the best results for his clients.
With this new interest, Mark dedicated himself to learning all that he could on the subject of passive investment. In the course of his research, he stumbled upon the trailblazing research of Eugene Fama and Kenneth French from the University of Chicago, as well as the Nobel Prize-winning work of Merton Miller, Harry Markowitz, and William Sharpe. Their revolutionary ideas would come to have a heavy impact on Mark's philosophy and investment strategies.
The ideas that this debate and Mark's subsequent research sparked are what ultimately led to the development of his Free Market Portfolio Theory, an investment method that is heavily based on academic theory and practical, easy-to-comprehend financial advice.
To this day, Mark Matson relies on the values that the Sinquefield - Yacktman debate provided him in order to continue honing his Free Market Portfolio Theory and ensuring that his clients get the best results possible.
Ever since Mark Matson was young, he admired his father, Joe, who built a successful financial planning practice that assisted many people in planning for their retirement. In order to follow in his father's footsteps, Mark attended Miami University at Oxford, Ohio and graduated with two degrees in both Finance and Accounting.
After becoming a financial planner for his dad's business, Mark Matson managed to build over $30 million in assets in only four years. However, despite this success, Mark never felt that the money managers he recommended were quite as good as their reputations represented. He thought that there had to be a better way to help his clients increase their wealth without any disappointment.
In order to improve his ability to offer effective client assistance, Mark decided to become a fee-only money manager. He then established his own company in 1991 as Matrix Asset Allocation, Inc. It was here that he made his biggest strides in providing the best investment options on the market that would not only be successful, but give clients real confidence and reassurance.
Not long after he founded the company, he attended a debate between Rex Sinquefield and Donald Yacktman at a Schwab Institutional conference in 1992. This debate, on "active vs. passive" management, would change everything for Mark.
The argument for "passive" investing strategies particularly appealed to Mark's own strong beliefs on the subject of capitalism and economics. He would go on to adapt these ideas for practical investment use so as to ensure the best results for his clients.
With this new interest, Mark dedicated himself to learning all that he could on the subject of passive investment. In the course of his research, he stumbled upon the trailblazing research of Eugene Fama and Kenneth French from the University of Chicago, as well as the Nobel Prize-winning work of Merton Miller, Harry Markowitz, and William Sharpe. Their revolutionary ideas would come to have a heavy impact on Mark's philosophy and investment strategies.
The ideas that this debate and Mark's subsequent research sparked are what ultimately led to the development of his Free Market Portfolio Theory, an investment method that is heavily based on academic theory and practical, easy-to-comprehend financial advice.
To this day, Mark Matson relies on the values that the Sinquefield - Yacktman debate provided him in order to continue honing his Free Market Portfolio Theory and ensuring that his clients get the best results possible.
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