Human interaction is at the center of our company. We believe in talking face-to-face with our clients to help them achieve their financial goals.
"In an industry dominated by large competitors focused on scale and size, Matco remains committed to delivering an exceptional client experience."
In 2006, Ron Mathison, Bill Dickie, and Jason Vincent set out to redefine asset management. Frustrated with an industry more concerned with gathering assets than serving clients, they built a firm grounded in trust, transparency, and truly personal care.
By 2007, they were managing portfolios for just six families, each as if it were their own. That client-first philosophy quickly became the heart of the firm, attracting families, trusts, foundations, and non-profits who valued the results-driven approach.
Today, that vision continues with a dedicated team who pair expertise with a personal touch, ensuring every client receives the same care and commitment the founders imagined from the start.
Behind our company is a team of professionals who bring a diverse range of skills and decades of experience to the table. Each member is dedicated to serving the complex and evolving needs of our clients, blending technical expertise with a genuine commitment to excellence.
Our team doesn’t just manage client portfolios—they invest in them. As clients of our own funds, we believe in aligning our interests with yours, ensuring that every decision we make is in your best interest. This shared commitment fosters a culture of accountability and trust, reinforcing our dedication to building and protecting your wealth.
At our core, we’re dedicated to understanding your unique financial goals and providing exceptional investment solutions to help you achieve them. Through disciplined investment strategies and a focus on wealth preservation, we strive to build and protect your financial future.
But we don’t stop there. Our high-touch, personal service goes beyond portfolio management. We take the time to build meaningful relationships, walking with you through every stage of your wealth journey. Whether you're planning for retirement, growing your assets, or preserving a legacy, we’re here for the long haul—committed to your success every step of the way.
Our growing firm thrives on building relationships through exceptional service and a meticulous approach. We would love the opportunity to meet you, understand your goals, and start working towards them together.
