We Are Matson Money

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”). In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia. Matson Money has $9.3 billion in assets under management (as of 4.17.2023) with a focus on wealth management and advisor coaching, providing outsourced investment management, education, and coaching to over 500 advisory practices across the United States, Canada and Puerto Rico. Matson Money manages funds of funds, adhering to a highly disciplined, structured investing methodology that integrates Nobel Prize-winning academic investing principles, leading behavioral science, and financial coaching to help transform the investing experience for families by empowering them to discover and pursue their True Purpose for Money.

Since Matson Money’s inception in 1991, the firm has made an effort to help thousands of advisors and their clients rethink investing and transform their relationship to money. Matson Money leads educational events for investors and advisors called The American Dream Experience (or Breakthrough Investing in Canada and Puerto Rico), where investors can encounter clear, potentially life-altering truths about economics and investing and engage in a profound exploration of their family’s financial future and long-term wealth creation.

“It’s not as simple as creating an efficient portfolio because when it comes to a lifetime of investing, guiding investors to stay disciplined and focused on their long-term goals is not always easy. That’s where an advisor coach comes in – someone who’s mastered applying the Matson Method and employs cutting-edge coaching strategies to powerfully develop investors to be prudent and disciplined over a lifetime.” -Mark Matson