Profile
Mr. Mark E.
Matson is a Founder & Chief Executive Officer at Matson Money, Inc.
In 1991, he founded Matrix Asset Allocation, which later became Matson Money, with little capital.
He received his Bachelor’s degree in Business with a major in Finance and Accounting from Miami University in 1986.
Mark Edward Matson active positions
| Companies | Position | Start |
|---|---|---|
Matson Money, Inc.
Matson Money, Inc. Investment ManagersFinance Matson Money offers three advisory programs: (1) the Matson Fund Platform, (2) the Frontier Adjusted Portfolio Program, and (3) Private Account Asset Allocation. Under the Matson Fund Platform, the firm invests in client assets primarily through the Free-Market Funds and may also invest in variable insurance products the underlying investments of which are the Matson Money Funds. Under the Frontier Adjusted Portfolio program, client assets are generally allocated to any one or a combination of the three affiliated Free Market Funds and participating client portfolios are required to be adjusted annually to reduce their risk profile over time. In Private Account Asset Allocation, client assets are primarily allocated within a family of no-load mutual funds managed by DFA. | Chief Executive Officer | 1990-12-31 |
Training of Mark Edward Matson
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Matson Money, Inc.
Matson Money, Inc. Investment ManagersFinance Matson Money offers three advisory programs: (1) the Matson Fund Platform, (2) the Frontier Adjusted Portfolio Program, and (3) Private Account Asset Allocation. Under the Matson Fund Platform, the firm invests in client assets primarily through the Free-Market Funds and may also invest in variable insurance products the underlying investments of which are the Matson Money Funds. Under the Frontier Adjusted Portfolio program, client assets are generally allocated to any one or a combination of the three affiliated Free Market Funds and participating client portfolios are required to be adjusted annually to reduce their risk profile over time. In Private Account Asset Allocation, client assets are primarily allocated within a family of no-load mutual funds managed by DFA. | Finance |
University of Miami
University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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