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 Dividend 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.

We invite you to learn more about the Matrix Advisors Dividend Fund which seeks to combine the rigor and discipline of classic value investing with the recognition that value potentially can be found in all sectors of the economy, including sectors not traditionally thought of as value-oriented.

We believe our Fund combines many of the hallmarks of a desirable mutual fund:

• We strive for a consistent and repeatable investment methodology
• Continuity of management since the Fund’s inception in 1996
• A diversified, yet actively managed Fund of highly manageable size
• Shareholder-oriented Fund governance

We especially invite you to learn more about Matrix Asset Advisors, the Fund’s Advisor. You will be able to see how we report to our shareholders, and view the recent holdings of the Fund.

Finally, you will be guided to receive additional information, including what we believe are the relevant materials needed to make an investment.

Thank you for your interest and enjoy your time on our site