CG MATON ADVISORY, INC.

Overview

CG Maton Advisory, Inc. is a small, owner-run independent registered investment adviser that focuses on high-net-worth individuals and families. The firm operates as a capital allocator, combining discretionary portfolio management with financial planning and the selection of third-party advisers. It also conducts broker-dealer registered representative and insurance brokerage activities, which gives it direct access to insurance solutions and broker-sold products when those are appropriate for a client’s plan. Investment activity centers on managed portfolios built primarily from public mutual funds and separate account structures, supplemented by allocations to third-party alternative managers. The firm does not present itself as an active ESG investor and appears to favor a pragmatic, multi-vehicle approach to portfolio construction rather than a single-house proprietary product lineup. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices