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About Mark Matson and Matson Money, Inc.
Mark Matson is the founder and CEO of Matson Money, Inc., a Cincinnati-based
investment advisor firm managing over $6.2 billion (as of 11/4/2015) for
investors nationwide. With over twenty years of experience in the financial
industry, Mark's success in business can be attributed to his unique talent for
bringing together complex investing issues and solid, down-to-earth values that
make sense to people on a gut level.
Since he was a young boy, Mark wanted to be just like his father, Joe. Joe built
a successful financial planning practice and helped many people plan and save
for a healthy retirement. After Graduating from Miami University at Oxford, Ohio
in 1986 with degrees in both Finance and Accounting, Mark joined his Dad's
financial practice ready to provide his clients with the same confidence and
success that he had seen his father deliver.
In just four short years as a financial planner, Mark built over $30 million in
assets under management using top-rated mutual fund managers. Although his
clients were happy and successful, he never felt that the four-star managers
that he recommended lived up to their hype and the expectations that came along
with it. Mark knew there had to be a better way to help his clients grow their
wealth without the disappointment that came along with the "hot" managers and
Mark’s first step toward improving the way he helped his clients, was to change
the way he did business by becoming a fee-only money manager and establishing
his own company in 1991 as Matrix Asset Allocation, Inc. With Matrix as the
vehicle to provide the best investment solutions available Mark was able to
continue his quest for an investment approach that would not only get the job
done, but provide the confidence and peace of mind that he thought his clients
The turning point came for Mark when he attended a debate on "active vs.
passive" management between Rex Sinquefield and Donald Yacktman at a Schwab
Institutional conference in 1992. To put it simply, the argument for "passive"
investing strategies spoke to the core of Mark's beliefs about capitalism, free
markets, and how the world works... and it directly translated to how he believed
he could give his clients the best investment solutions available in the world.
Compelled by his conviction, Mark immersed himself in learning and understanding
all of the principles and research that supported Mr. Sinquefield's passive
investing philosophy. What he found was the Nobel Prize-winning research of
Merton Miller, Harry Markowitz, and William Sharpe, and the groundbreaking
research of Eugene Fama and Kenneth French from the University of Chicago. All
of these notable academics from the world of finance and economics were speaking
Mark's language, and they had historical data to back it all up... this was Mark's
Mark used his unique skill of combining complex subject matter into everyday
application to create the synthesis of the academic information into Free Market
Portfolio Theory. This investment approach is the compilation of academic
principle into solid investment strategy that can be implemented by the everyday
investor. Saving investors from the misguided advice of the media and Wall
Street pundits has become Mark's driving motivator.
Mark has coached hundreds of financial professionals across the country to
implement the Free Market Portfolio investment strategy, and in turn, helped
thousands of investors nationwide to take a more prudent, long-term approach to
investing and growing their wealth. As a dynamic public speaker, Mark has shared
his message of free markets and global investing with thousands of people
throughout the country. His direct approach, passion, and enthusiasm make him
both a compelling speaker and a fierce proponent of free markets.
Mark is a regular contributor in the national media, both in print and on
television. His optimistic outlook on finance, investing and economic issues
makes him a frequently sought expert on CNBC, Fox Business News, and
publications such as the Wall Street Journal and Investment News. Mark has also
written for and been referenced in USA Today, Financial Services Advisor,
Advisor Today, Personal Financial Planning Monthly, SmartMoney.com, Forbes.com,
The Business Courier, and USA Today. He has written books (Flashpoint:
Mastering the Art of Economic Abundance, The Dirty, Filthy Lies My Broker Told
Me and 101 Truths About Money & Investing, Confessions of a Commission Junkie,
101 Ways to Kill Your Competition with In-Your-Face Marketing), educational
materials, produced movies (How the Really Smart Money Invests, Navigating
the Fog of Investing, Investing Academic All-Stars) and numerous
presentations to share the message of Free Market investing. Mark also hosts
Matson Money Live! a weekly live web show about investing, economics, and
Mark is the proud husband of Melissa and father to their six children. He is an
avid cyclist and trains constantly for challenging races.
©2010, 2011 Matson Money, Inc. Matrix Asset Allocation is a trademark of Matson Money, Inc. located in Mason, Ohio. (Phone: 513-204-8000)
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. We use third-party adverstising companies to serve ads when you visit our website. These companies may use information (not including your name, address, email address, or telephone number) about your visits to this and other web sites in order to provide adverstisements about goods and services of interest to you. If you would like more information about this practice and to know your choices about not having this information used by these companies, click here
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