About the Fund’s Advisor


Matrix Asset Advisors has been managing stock porfolios since 1986 for a diverse clientele. We have moved from our initial focus on separately managed accounts to manage the Matrix Advisors Value Fund as well as institutional sub-advisory mandates and a Dividend Income separate account strategy.

While we have grown as an organization, especially in the amount of assets under our management, the principals continue to be involved directly in the management of client accounts and in communicating with our clients.

  • Value-driven asset management is our only business
  • Founded in 1986 by our CIO, David A. Katz, CFA
  • Our Investment Philosophy and Process have been consistent since our founding
  • Cohesive team of key investment professionals for the past 20 years
  • Matrix is 100% employee-owned with significant investments alongside our clients