MATRIX PRIVATE WEALTH MANAGEMENT INC.

Overview

Matrix Private Wealth Management Inc. is a small, fee-based investment adviser focused on serving individuals, families and a limited number of institutional clients. The firm acts as a capital allocator and provides discretionary portfolio management for individuals and small businesses, and it also selects outside managers where appropriate. Investment activity is centered on pooled public vehicles—primarily mutual funds—and allocated exposures to real estate through REITs and third‑party real estate managers. The business is structured as a corporation with individual ownership and uses a percentage‑of‑AUM fee model rather than commission-based compensation. Matrix’s investment approach leans toward delegated manager solutions and model portfolios rather than concentrated single-stock bets. That preference shows up in the asset mix and custodian usage (see below), indicating the firm favors diversified public funds and externally managed sleeves for client portfolios, supplemented by targeted allocations to real‑estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices