MATTHEWS ADVISORS, LLC

Overview

Matthews Advisors, LLC is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and operates primarily on a discretionary basis, managing client portfolios according to an equity-first allocation approach. Matthews Advisors is not positioned as a multi-state adviser or an internal capital allocator; instead it uses third-party managers and traditional investment wrappers to implement client strategies. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices